Alumni Relations and Development

Advance Web or Windows

1397: Advance iModules Panel Discussion (1397)

Lead Instructor: Carla Norris
Lead Instructor's Organization: Datatel+SGHE

Description: Panel discussion of the integration and implementation of Encompass with Advance.

Session Type: Panel

1141: Advance Opening Session (1141)

Lead Instructor: Mark Jones
Lead Instructor's Organization: Datatel+SGHE

Description: Join this session for an update on recent product releases, client successes, and Advance community news. During this session we will also review upcoming planned releases and current enhancement project prioritization for the Advance Suite products. Make sure to join your peers for this informative session!

Session Type: Presentation/Demonstration

1938: Advance SIG Business Meeting (1938)

Lead Instructor: Carla Thomas
Lead Instructor's Organization: Carleton College

Description: This session will have bittersweet endings and new innovative beginnings for the Advance Suite Community. The following will be covered: The Past year in review Web & Windows Review the alignment of the merger of Web and Windows SIG into the Advance SIG Introduction of new officers A word from our new elected Chair Report of upcoming Advance community opportunities

Session Type: Presentation/Demonstration

1144: Advance Suite User Group Annual Meeting and Lunch (1144)

Lead Instructor: Carla Norris
Lead Instructor's Organization: Datatel+SGHE

Description: 2012 Annual Meeting of the Advance Suite User Group. All Advance and SmartCall users are encouraged to attend.

Session Type: Presentation/Demonstration

1920: Advance Web Home Page Revue (1920)

Lead Instructor: Jana Brown
Lead Instructor's Organization: Arizona State University Foundation for a New American University

Description: Gather your team and join the Home Page Fantasy League to view the parade of All-Stars. Revel in the pageantry and creativity of Home Pages developed by those genius Advance Web customers. No page too small! No form too outrageous!! Just lots and lots of ideas for putting together your dream team Home Page. Sponsored by a wide array of seasoned schools and their superlative Home Pages.

Session Type: Presentation/Demonstration

2150: Advance Web Updates and Enhancements (2150)

Lead Instructor: Myndi Simo
Lead Instructor's Organization: Datatel+SGHE

Description: Join us for a review of the latest enhancements incorporated into Advance Web.

Session Type: Presentation/Demonstration

1768: Customizing ADVANCE WEB for your University (1768)

Lead Instructor: Donna Sabol
Lead Instructor's Organization: Penn State University

Description: You have successfully completed the ADVANCE WEB GO LIVE and now what? To take full advantage of ADVANCE WEB, start configuring AWA for Your University. Talk with your Users and see what little config utility customizations can make their usage of AWA even more useful and intuitive! Using ADVANCE CONFIG UTILITY and all the documentation available by Sungard and knowledge of others, pick and choose what fits your needs. See what PENN STATE University has done in configuring ADVANCE WEB to support their ALUMNI and DEVELOPMENT Staff.

Session Type: Presentation/Demonstration

1047: Dashboards That Make a Difference: Building Dashboards and Workflow for Success (1047)

Lead Instructor: Kristen Corpolongo
Lead Instructor's Organization: Northwestern University

Description: Are your users always asking for an Easy Button? Northwestern University discusses the design and technical structure of an Executive Dashboard for performance measurement, including proposal and prospect pipelines as well as a campaign pyramid. Additionally, Northwestern discusses the customizations made to the Prospect Overview to build workflow for development staff to get to key prospect and fundraising data effectively and efficiently. These two components enhance the robust data in Advance Web by making it available at the user's fingertips!

Session Type: Presentation/Demonstration

1910: Data Integrity in a Changing World (1910)

Lead Instructor: Ben Card
Lead Instructor's Organization: Rochester Institute of Technology

Description: Data integrity continues to be one of the most critical components of the success of any fund and friend raising effort. As technologies change and the number of data points to be captured increases, often times data integrity is left behind until data quality becomes a significant problem resulting in non-delivered communications, reporting nightmares, and lack of overall confidence in the integrity of Advance. This session will consider an overall strategic approach to data integrity as well as individual tactics for accurate data at all points in the process. Specific topics include the following: - Keys to success for acquiring data from constituents and vendors - A framework for identifying and eliminating data integrity issues - Technology solutions including an application of the Advance framework which allows for the enforcement of any business rule at the time of entry - Review of external challenges to data integrity and how changing trends might affect data quality efforts - Discussion of planning for the future

Session Type: Presentation/Demonstration

1986: DataLoader Tips and Tricks (1986)

Lead Instructor: Myndi Simo
Lead Instructor's Organization: Datatel+SGHE

Description: Hear from Datatel+SGHE staff on how to best use and get the most out of Advance Web DataLoader.

Session Type: Presentation/Demonstration

1763: Do You Know Where You're Going To? Answers for Your Development Program (1763)

Lead Instructor: Teresa Munford
Lead Instructor's Organization: College of William & Mary

Description: In today's development world, there is increasing pressure for managers to understand the direction in which their program is heading in terms of dollars raised. The College of William & Mary uses the functions of Advances proposal and giving subsystems - combined with the power of the ADVIZOR business information program - to help answer this critical question. This integrated process produces comparative information on cash income, new activity that yields future cash, and the pipeline of proposals that yields new activity. The session will cover the context and concepts that underlie this innovative tool, the essential procedures and data, the value of an annual planning process for gift officers, and the resulting reports that provide actionable information.

Session Type: Presentation/Demonstration

2079: Doing More with Less? Dartmouth Advance Team Does It with Kanban (2079)

Lead Instructor: Judy Doherty
Lead Instructor's Organization: Dartmouth College

Description: The Dartmouth College Advance Team is half the size it was a few years ago. As the team faced leaping to web, implementing iModules, taking on mobile app development, and supporting 3 new VPs, the team knew it had to change the way it was working. The team needed to increase its ability to manage its own work and improve its own process; specifically, to: create deeper expertise in important areas, cross-train members to ensure coverage in important areas, take more responsibility in deciding exactly who does which task, improve its overall effectiveness in handling requests, ensure that each request be completed as quickly as possible, improve the predictability of request completion, and be able to improve its own process. The team chose to implement a version of Kanban. Kanban grew out of work done by Toyota, called the Toyota Production System, and is one of the factors responsible for the growth of Toyota from a small foreign car manufacturer with a few percent of market share in the U.S., to passing General Motors in early 2009 to become the worlds largest auto maker. Come to this session to see the results of this change: this team gets stuff done!

Session Type: Presentation/Demonstration

2097: Managing a Complex Advance Windows to Web Implementation (2097)

Lead Instructor: Steffanie Hoie
Lead Instructor's Organization: University of San Diego

Description: In August 2011, the University of San Diego successfully migrated from Advance Windows to Web. This presentation will review our implementation strategy, our project management teams and tools, and the new technologies that we put in place during the project including AppXtender for imaging and Cognos for reporting. We will discuss our project wins, some of our project pitfalls, and what is next for our team in the upcoming year.

Session Type: Presentation/Demonstration

1118: Membership Best Practices: ASU's Acknowledgement and Fulfillment Process (1118)

Lead Instructor: Tracy Smith
Lead Instructor's Organization: Arizona State University Alumni Association

Description: Arizona State University will present our membership fulfillment process - the initial data entry acknowledgement codes and process, the reports generated and the import into our third-party vendor software for printing. We will provide information for and examples of the four different membership cards offered, our annual, life, Gold member and Student Alumni Association member. We will also demonstrate our renewal process utilizing stickers for the same card originally printed.

Session Type: Presentation/Demonstration

1384: Membership SIG Business Meeting (1384)

Lead Instructor: Miki Dadkhah
Lead Instructor's Organization: Arizona State University Alumni Association

Description: Business meeting for current and future user members of the SGHE Membership Module.

Session Type: Presentation/Demonstration

1825: Projecting/Aging Pledges to See Where Money is in the Revenue Pipeline (1825)

Lead Instructor: David Schwartz
Lead Instructor's Organization: Southern Illinois University

Description: At Southern Illinois University we faced a challenge when our financial staff requested that we provide information about our pledge revenue as it appeared at a specific point in time. In this session you will learn how we solved the problem by referencing data in Advance's pledge and gift tables (and their respective reversal tables) to create reports as they would have appeared on any given day. This approach helped us to reconcile our pledge data with the information in our financial accounting system, assess past due balances and bad debt, project future revenue, and comply with FASB/GASB/auditor requirements.

Session Type: Presentation/Demonstration

1035: Recording Estate Planning Gifts on Advance Web (1035)

Lead Instructor: Azar Farahmand
Lead Instructor's Organization: Arizona State University Foundation

Description: To share how we use the system to record various types of planned gifts on Advance Web. Share coding structure which allow us to easily transmit the data to financial system IFAS. To share charts and graphics and the process which helps with various type of reporting. I would also like to share our help file for planned gift on AWA.

Session Type: Presentation/Demonstration

1995: SunGard Higher Education Advance Documentation Methodology (1995)

Lead Instructor: Lawrence Perl
Lead Instructor's Organization: SGHE

Description: This session will discuss SunGard Higher Educations methodology for creating Advance documentation. During this session we will highlight the current documentation efforts and discuss the various tools and techniques required to create different types of documentation, including Release Guides, User Guides and Database Architecture Models. This session will also explore how these different types of documents can be tailored to fit the needs of each institution via site-specific documentation, thereby creating a complete and custom documentation set for development officers and entry operators using Advance.

Session Type: Presentation/Demonstration

1580: Taking the Leap & Building Your Wings on the Way Down (1580)

Lead Instructor: Rachel Fonger
Lead Instructor's Organization: Queen's University

Description: Queens University made the leap to Advance Web in less than twelve months but not without challenges. Come and learn about some of the innovative solutions implemented to help meet the balance between simplifying the user experience and system capabilities. This session will explore determining user needs, Crystal Reports vs. Crystal Server, Crystal prompts vs. Advance Web forms, logging report usage, training and more! Topics will include: * The evolution of the homepage * Behind the scenes (systems and infrastructure) * The ups and downs of reporting * Keeping it secure * Training the end user * Lessons learned from the first upgrade

Session Type: Presentation/Demonstration

1213: Tracking Development Progress (1213)

Lead Instructor: Lisa Skinner
Lead Instructor's Organization: Texas A&M Foundation

Description: Creating fundraising metrics can be a challenge to develop to generate the behavior of staff in the appropriate manner. As it is said in the education system, you teach to the test, but this is not the standard we want to put into place to measure the progress of our development staff. So where do you find the balance. We have started a new process of evaluation development progress with a series of reports to help supervisors manage their staff, departments and fund raising efforts of the Texas AM Foundation. This presentation will show the new process we have put into place for the midyear reviews, monthly reporting, and overall progress for each department throughout the year.

Session Type: Presentation/Demonstration

1101: Training Windows Users on Advance Web (1101)

Lead Instructor: Tom Boren
Lead Instructor's Organization: University of Missouri

Description: The University of Missouri began our move from Advance Windows to Advance Web in the Fall of 2009. We moved in stages, one for users external to the Development division, followed by the Development division a few months later. We focused on two tracks to train users. Existing Windows users needed to be retrained and given cues to find common tasks and applications. Change management and comparisons helped us these users to move to the new version. With new employees, a new training approach needed to be designed focusing on the breadth of information viewable in Advance Web as opposed to the depth of information in Advance Windows.

Session Type: Presentation/Demonstration

Advancement Data Visualization by Advizor

1427: Advizor, Using ODS for Advancement End-user Reporting (1427)

Lead Instructor: David Smittle
Lead Instructor's Organization: Ohio Northern University

Description: ADVIZOR is a data visualization product marketed by SunGard Higher Education. Ohio Northern University has taken a unique approach to implementing ADVIZOR by using the Operational Data Store (ODS) as the data source behind ADVIZOR. We believe we are the first client to utilize this approach, for an off-the-shelf or out-of-the-box implementation with no customization to the ODS. Ohio Northern uses ADVIZOR for true end-user reporting and departmental data querying/mailing list generation purposes.

Session Type: Presentation/Demonstration

Advancement General Interest

2200: Advancement Round Table Discussion (BOF) (2200)

Lead Instructor: Carla Norris
Lead Instructor's Organization: Datatel+SGHE

Description: Advancement segment round table lunch discussions. Be sure to pick up your box lunch in Shorelines B before proceeding to the meeting room for this Birds-of-a-Feather (BOF) session.

Session Type: Birds of a Feather (BOF) Discussion

2194: Alumni Relations and Development Community Networking (BOF) (2194)

Lead Instructor: Carla Norris
Lead Instructor's Organization: Datatel+SGHE

Description: Jump start your Summit networking experience by attending the Alumni Relations and Development Community Networking Birds-of-a-Feather (BOF). Meet and interact with others who share similar interests. During this BOF you'll have the opportunity to learn about key Summit sessions related to the Alumni Relations and Development Community, participate in an interactive discussion about how to make the most of Summit, catch up friends, and make new acquaintances. Make plans to attend and help make your time at Summit a vibrant and valuable experience.

Session Type: Birds of a Feather (BOF) Discussion

1542: Automating the Gift Acceptance Workflow (1542)

Lead Instructor: Sushmita Sharma
Lead Instructor's Organization: University of California San Francisco (UCSF)

Description: The UCSF University Development and Alumni Relations office has streamlined the Gift Acceptance process by automating the Approval Workflow. The new Gift Acceptance Workflow process allows Gifts to be accepted digitally via a Web application interface eliminating the need for printed copies and signatures and their routing. It also ensures follow-ups are made at appropriate time intervals for the Reviewers. The application records all Gift Acceptance at various gift levels in the Advance database GA Processor, Gift Acceptance Officer, Executive Director, and Chancellor. We have integrated the business logic with Advance data, ADM docs and images, electronic U-DEV 100 form with signature, Crystal Reports, .NET Programming and Oracle procedures.

Session Type: Presentation/Demonstration

1038: Beyond the Classroom: Supporting Our Users (1038)

Lead Instructor: Victoria Weaver
Lead Instructor's Organization: University of Chicago

Description: Training and support does not end in the classroom. The University of Chicago User Relations staff has taken support of our users to the next level. Offering a wide range of training and support materials is nothing new to any institution. These materials take on many forms including online help articles, written materials, video demonstrations, online training, and email support. Getting users to know where they can and should go for support can be a challenge in itself, but setting expectations for personalized support can be even more problematic. To manage the first problem, we have consolidated access to our support information into a single location. To manage the personalized support, we have processes in place for various types of issues and support. This allows us to provide a one-hour response time to new support requests. Most importantly, collaboration amongst User Relations staff is instrumental in supporting our users.

Session Type: Presentation/Demonstration

1511: Bridging System Gaps with Survey Solutions (1511)

Lead Instructor: Janet Meine
Lead Instructor's Organization: Colorado State University

Description: We in Advancement are all about the data. We spend huge amounts of time collecting, storing, cleaning, analyzing, and sharing data between Advance and other systems. Yet there are always new requests that defy existing data structures and processes. New systems could be developed, but wouldnt it be great if there was a more generic way to address emerging needs? The Advancement team at Colorado State University has developed processes and protocols to leverage survey functionality to collect non-normative data, normalize it into Advance and disseminate it as part of the normal Advance data stream. This non-technical presentation will focus on how a survey tool can be used to accomplish requests for information that are out of the ordinary. We will use our survey tool for the session, but the concepts will transcend it. This presentation will provide three examples of how an online survey process was used to administer an integrated satisfaction survey for Vet Teaching Hospital clients through a blended phonathon & email approach, log membership premiums through the phonathon and collect recipient impact information from Foundation scholars in collaboration with the funding Foundation.

Session Type: Presentation/Demonstration

1182: Campaign Reporting - What Comes First, the Report or the Data? (1182)

Lead Instructor: John Finazzo
Lead Instructor's Organization: University of California, Davis

Description: In the current work environment Business Analysts develop reports for Campaign leadership. These reports may or may not be based on live data but from past fiscal year snapshot reports. When the time came to produce the detail behind the totals and create standard reports, the reporting team found these totals were not repeatable.

Session Type: Presentation/Demonstration

1845: Consistently Accurate: Data Integrity & Reporting Systems (1845)

Lead Instructor: Chris Sorensen
Lead Instructor's Organization: University of Washington

Description: Striving for consistently accurate information is much more than running a few audits and report writing. In this session, we'll have a conversation about ways in which organizations can improve in their ability to deliver consistent and accurate information: on time.

Session Type: Presentation/Demonstration

1886: End-user requests - Producing What they Want; Not What They Asked For (1886)

Lead Instructor: Jeff Johnson
Lead Instructor's Organization: Southern Illinois University

Description: Getting the complete information from end-users is often a challenge because they often don't "speak the same language" as the technical staff. Southern Illinois University has developed a distributed process which allows users to make requests for information in a way that "interviews" the requester and translates that into project requirements that can be processed by our technical staff. This process asks the important "who, what, why, where, when and how" questions that are needed to provide the information that they need to make decisions, measure progress, connect with alums, and raise funds. The process reflects that design and terminology of Advance and, while many of its principles are generally applicable, is designed to support alumni/development efforts.

Session Type: Presentation/Demonstration

1338: Extending the Advancement Connector (1338)

Lead Instructor: Joseph Watters
Lead Instructor's Organization: Datatel+SGHE

Description: Introduced with Banner Advancement 8.3.2 and Advance 9.8, The Advancement Connector is a data transfer and integration connector designed to be extended or modified by clients in an upgrade safe way, including the delivered integration with iModules Encompass. This session will describe the current Connector architecture and design, and detail the extension and customization features. This session is for technical attendees responsible for extending or modifying Banner Advancement or Advance for their institutions. Attendees should have a working understanding of Oracle PL/SQL, the Java language, object-oriented programming, and Java Enterprise concepts.

Session Type: Presentation/Demonstration

1341: Global Architecture Update on Advancement (1341)

Lead Instructor: Joseph Watters
Lead Instructor's Organization: Datatel+SGHE

Description: An update on architectural directions for products in SunGard Higher Education's advancement portfolio.

Session Type: Presentation/Demonstration

1093: Prospect Management 101 (1093)

Lead Instructor: Stephen Swain
Lead Instructor's Organization: Syracuse University

Description: The purpose of prospect management is to track which entities in your database are identified as prospects (whether they are major gift, planned gift, leadership annual donors and whether they are corporate/ foundation entities or individuals), why they are prospects, what their giving capacity is, how inclined they are to give to you, for what purpose, who is responsible for engaging them with the institution, at what stage are they in the cultivation/solicitation process, and eventually what funding proposals are they being asked to consider and at what stage are they in that consideration. This session will introduce this process and review some of the techniques, coding, and reporting that will assist your institution in managing your prospects.

Session Type: Presentation/Demonstration

1594: Scanning Your Way to Success (1594)

Lead Instructor: Michael DiSarno
Lead Instructor's Organization: St. John's University

Description: St. John's University performed a major redesign of the Gift Processing Department by which we instituted a process of scanning all incoming cash and credit card gifts before they are processed. In this presentation will also describe our redesigned process for automated electronic bank deposit of all checks received. The new processes have reduced manual paper work, improved bank deposit times, improved the efficiency and timeliness of all Gift Processing activities and has reduced errors. The new scanning process was implemented with the use of Extender and Cash Pro (Bank of America) for automatic remote deposit.

Session Type: Presentation/Demonstration

1117: Visualizing Major Gift Work: How Advancement Services Can Transform Fundraising Efforts (1117)

Lead Instructor: Ron Eisenstein
Lead Instructor's Organization: DePaul University

Description: During this time of major economic decline, DePaul University has experienced a dramatic improvement in major gift fundraising. Much of this can be attributed to the strong partnership forged between its Development and Advancement Services units, which teamed up to optimize major gift productivity through the creation of a sophisticated suite of tools. From accountability tracking, prospect portfolio analysis, performance monitoring, and visualization solutions, well demonstrate how DePaul has transformed its major gift fundraising efforts, yielding a 100% increase in dollars and 66% increase in major gift commitments.

Session Type: Presentation/Demonstration

1246: Volunteer Management Tool with Argos (1246)

Lead Instructor: Thomas Chaves
Lead Instructor's Organization: Lehigh University

Description: Volunteers are an important asset to any fundraising organization. See how Lehigh uses the solicitor organization module along with Argos to provide a robust environment for volunteers to assist in raising dollars from classmates.

Session Type: Presentation/Demonstration

Advancement Performance

2127: Advancement Performance Client Panel (2127)

Lead Instructor: Mike Salisbury
Lead Instructor's Organization: Datatel+SGHE

Description: Advancement Performance clients will discuss their experiences, the value they see in the solution and their plans for leveraging the solution in supporting their efforts to manage prospect pipelines, analyze fundraising progress towards campaign goals, evaluate prospect engagement, and research and qualify potential prospects.

Session Type: Panel

2126: Advancement Performance Overview (2126)

Lead Instructor: Mike Salisbury
Lead Instructor's Organization: Datatel+SGHE

Description: Learn more about Advancement Performance - a comprehensive set of business intelligence capabilities designed for higher education advancement. SunGard Higher Education's Advancement Performance is a tightly integrated package of advancement scorecards, dashboards, reports, and analytic capabilities coupled with a powerful data warehouse. Designed to give you better visibility into the performance of your advancement activities, Advancement Performance provides alumni relations staff, fundraisers, your management team, and other executive stakeholders with insight into your dynamic advancement environment. Attendees will learn about new and innovative ways to manage prospect pipelines, analyze fundraising progress towards campaign goals, evaluate prospect engagement, and research and qualify potential prospects.

Session Type: Presentation/Demonstration

1630: Deploying Advancement Performance Across an Advancement Organization (1630)

Lead Instructor: Michael Zellman
Lead Instructor's Organization: Villanova University

Description: Come hear about how Villanova University has deployed Advancement Performance throughout their Advancement organization. We are going to talk about what doing a beta on a new product is like. We will discuss our implementation process and how we tailored the solution to meet our needs. We will discuss our training and deployment strategy for adopting Advancement Performance at all levels of our organization. We will share the results and benefits we have realized to date. A demo of what the reports we have generated look like and next steps.

Session Type: Presentation/Demonstration

2128: Elevating Advancement to New Heights Using AP (2128)

Lead Instructor: Michelle Hussey
Lead Instructor's Organization: University of Memphis

Description: The University of Memphis will be discussing their experiences with Advancement Performance to date including their rollout and migration strategy, the key solution features being used and their plans for leveraging the solution in supporting their efforts to manage prospect pipelines, analyze fundraising progress towards campaign goals and evaluate prospect engagement.

Session Type: Presentation/Demonstration

Banner Advancement

1346: Advancement and Registrar's Office Can be Good Friends After All (1346)

Lead Instructor: Alejandro Segura
Lead Instructor's Organization: Universidad de los Andes

Description: Have you struggled trying to get the right information from another area? Have you identified processes made by others that you should made on your own because of lack of collaboration? Have you seen how other areas follow their own standards or none standard whatsoever? You already realize bad data quality effects but feel can do anything about it? There is often a difficulty when two or more different areas share information or procedures. In this session we will share the success story of a data quality and standards project, made between the "Advancement and Development" and "Registrar and Admissions" Directions. We will share our methodology, our lessons learned, our key factor to success and the benefits of such a collaborative initiative to the institution.

Session Type: Presentation/Demonstration

1359: Advancement Connector Review (HOT) (1359)

Lead Instructor: Kathleen Cieplik
Lead Instructor's Organization: Datatel+SGHE

Description: This session will provide an update on the Advancement Connector functionality. This will include a review of enhancements added since Summit was held last year. Some time will be also spent on an overall review of the entire function as well as a live demonstration of the Advancement Connector.

Session Type: HOT Topics

1436: Advancement Prospect Management/Proposals Managed by Advancement Officers (1436)

Lead Instructor: David Smittle
Lead Instructor's Organization: Ohio Northern University

Description: Prospect Management and Proposals in Banner 8, when kept simple and straight-forward, can be put in the hands of Advancement Officers to manage their own prospects. At Ohio Northern University, directors of development for each college are responsible for managing their own prospects and proposals by using a combination of INB Banner, Luminis Channels for Banner Advancement and the Advancement Officers Self-Service product, based on personal preference for which system(s) they use. When data management expectations are structured to keep in mind their job is to raise money, not be over-burdened by data input, successful staff training and prospect management expectations can be accomplished.

Session Type: Presentation/Demonstration

1805: Annual Fund Reporting & Analytics (1805)

Lead Instructor: Peter Lienhard
Lead Instructor's Organization: Rollins College

Description: The annual fund is the core fundraising for any institution, and is often left to its own devices to best solicit donations and analyze results. Through the use of ARGOS reporting, Rollins has created resources for the annual fund team to better track results, mine its pool of prospects, and efficiently and effectively secure gifts for Rollins College. Examples of fundraising summaries, a solicitation analysis report, and alumni participation analytic reports will be shared.

Session Type: Presentation/Demonstration

1788: Banner Advancement On the Move and Moving On! (1788)

Lead Instructor: Ruth Gill
Lead Instructor's Organization: Montgomery College

Description: Montgomery College has used Banner Advancement for 10+ years. Over the past year, we have "reinvented" our approach to better leverage Banner Advancement, Self-Service, and our Luminis portal, My MC, to better support the evolving needs of our development officers and our upcoming campaign. Our starting point--a Business Processing Modeling engagement with SunGard. Since then we have implemented Moves Management, developed a one-stop Advancement tab for our development officers and support staff and greatly improved our reporting mechanisms. We would like to host an interactive discussion to share our experience and hear from others how they have refreshed or repackaged Banner Advancement to better meet the evolving needs of Advancement staff.

Session Type: Presentation/Demonstration

1590: Banner Advancement External Gift Load Processing (1590)

Lead Instructor: Heidi Dombroski
Lead Instructor's Organization: Datatel+SGHE

Description: Come hear about all of the exciting enhancements we have made to our external gift load process. Will focus on changes made to AGPEXGF & AGAWGIF.

Session Type: Presentation/Demonstration

1396: Banner Advancement iModules Panel Discussion (1396)

Lead Instructor: Carla Norris
Lead Instructor's Organization: Datatel+SGHE

Description: Panel discussion of the integration and implementation of Encompass with Banner Advancement.

Session Type: Panel

1138: Banner Advancement Opening Session (1138)

Lead Instructor: Carla Norris
Lead Instructor's Organization: Datatel+SGHE

Description: Join Carla Norris, Advancement Product Owner, for an update on recent product releases, client successes, and Banner community news. During this session we will also review upcoming planned releases and current enhancement project prioritization for the Banner Advancement product offering. Make sure to join your peers for this informative session!

Session Type: Presentation/Demonstration

1971: Banner Advancement: Gift Processing Best Practices (1971)

Lead Instructor: Andrea Mulrine
Lead Instructor's Organization: University of Scranton

Description: Scranton has been a Banner school since 1992, so we’ve been processing gifts for two decades! Intended for a beginner audience, this session will cover best practices for gift processing, including setting defaults, using split credit and considerations for automation.

Session Type: Presentation/Demonstration

1249: Development Officer Toolkit (1249)

Lead Instructor: Thomas Chaves
Lead Instructor's Organization: Lehigh University

Description: Lehigh University has developed a toolkit for development officers to support their primary information needs. Four key components of the toolkit: 1. Prospect Finder which finds groups or individuals and all the information about them. 2. Entering a Call Report with ease and effectiveness for proper tracking and notification 3. Producing a Profile to support adequate prep for a visit. 4. Dashboard - to provide up to the minute stats on individual, team, & organization progress and important to dos with the ability to get to the detail for followup.

Session Type: Presentation/Demonstration

2080: Luminis and Mobile Reports for Advancement (2080)

Lead Instructor: Amy Michelson
Lead Instructor's Organization: Wellesley College

Description: updated 10/11 Wellesley College Office for Resources has recently made Banner data and reports available through MyWellesley, the Luminis Portal implementation at Wellesley. MyWellesley complements other Office for Resources reporting solutions and expands report access in three areas: (A) off-campus access by Development Officers to fundraising reports and tools on mobile devices (e.g., iPhone, Android, iPad); (B) Wellesley's external fundraising volunteer "Report of Giving" in support donor of gift acknowledgment; and (C) an internal MyWellesley "Resources tab" where we have built channels dedicated to development reports and summary fundraising statistics, advancement marketing, gift processing and acknowledgement, stewardship, and tools for frontline fundraisers. This Resources tab includes "deep" links to Banner, links to Oracle Reports, access to folders/files on our secured file server, and Resources specific announcements. As a Banner-centric office, we viewed delivery of reports and tools through MyWellesley Luminis Portal as the logical next step. We will demonstrate reports and tools developed specifically for this platform that were derived from SQL and PL/SQL code created for other production applications.

Session Type: Presentation/Demonstration

2072: Mass Loading Contact Reports and Moves using AYPCONT (2072)

Lead Instructor: Victoria Van Horsen
Lead Instructor's Organization: The Principia

Description: Faced with the possible start of a new campaign and changes in the way we operated it became very clear that we needed another solution besides SSB for easily entering contact reports and next moves. We developed our own tool in house for the front end and a Banner process to easily load a csv file of the data into the system. AYPCONT was submitted via Community Source and will hopefully be released in Banner before Summit. This session will provide an overview of how to use the use the Banner process and a brief look at our custom front end.

Session Type: Presentation/Demonstration

1455: Optimizing the Banner Events Module for Tracking Alumni/Advancement Event Attendance (1455)

Lead Instructor: Justin Shaw
Lead Instructor's Organization: University of Denver

Description: To better assess the affinities of its prospects and assist fundraisers with identifying major gift donors, the University of Denver's Office of University Advancement recently implemented the use of the Banner Events Management Module to track the event attendance of its constituents. This session, tailored to functional Banner users, is presented by University Advancement's Senior IT Project Manager, Justin Shaw, MBA, who has nearly seven years of Banner Advancement experience. Topics to be addressed include: the logic behind University Advancement's selection of specific Banner Events Module forms and validation tables to meet its unique business needs; challenges presented by the Banner Events Module and how University Advancement worked around them; modifications made to the Banner Events Module, including the use of the Supplemental Data Engine (SDE) and the creation of a mass upload process for event invitees, attendees, and attendee guests; explanations of how event attendance data is turned into meaningful information for fundraisers; and reasoning why the method in which University Advancement utilizes the Banner Events Module is transferable to all other departments on campus and does not limit its use solely to fundraising purposes.

Session Type: Presentation/Demonstration

1297: Prospect Management 2.0; Path to a Pipeline (1297)

Lead Instructor: Ben Storck
Lead Instructor's Organization: University of Denver

Description: During 2011 a transformation took place in the Advancement office at the University of Denver. The division moved from a low-hanging fruit fundraising office to one which needed to develop a major gift pipeline taking us to the end of the Ascend Campaign in 2014 and beyond. To do so we updated and re-implemented a Prospect Management System for all Major Gift Officers. In addition, we attempted to provide all tools necessary for fundraising success through the Banner Self-Service system. This presentation, given by DUs Director of Research and Prospect Management, is targeted to Advancement Services, Advancement IT, and any other users of the Advancement Module in Banner. It will focus on the Self-Service tools that were improved and expanded during this process as well as their counterpart forms, fields, and tables. An overview of the Prospect Management Goals and Guidelines at DU will be presented as well as a sample of challenges and solutions occurring during the process.

Session Type: Presentation/Demonstration

1389: Scholarship Processing - A Campus Wide Initiative (1389)

Lead Instructor: Donna Janigo
Lead Instructor's Organization: Western Washington University

Description: WWU recently redesigned and implemented a new online system for processing institutional scholarship and waivers. This process uses current Banner functionality (including Web4) and an additional Oracle form and two new tables to move scholarships from the application process through awarding, disbursement and through the donor cultivation process. The system uses tables from Banner Advancement to set up scholarships as designations, track department and donor contacts and flag need based scholarships; Banner Financial Aid to record funds, scholarships and disbursements; Banner Student for majors and GPAs; Banner General to retrieve biographical information and Banner Finance to track scholarship fund accounting. A cross-campus team including IT, Advancement, Financial Aid, Registrar, Admissions and several key academic departments worked to analyze, design, program, test and implement the system that allows everyone involved in the process the ability to track the awarding of scholarships through the different offices. The end results are not only improved efficiency and ease of use for users, but more timely processing of awards for students. The interdepartmental team was given the WWU University Team Award for 2011 for this scholarship processing project.

Session Type: Presentation/Demonstration

1617: Self Service for Volunteers (1617)

Lead Instructor: Robert Pekor
Lead Instructor's Organization: Middlebury College

Description: This session will showcase the new Self Service for Volunteers (based on Solicitor Org) developed by Middlebury College and shared with Sewanee: The University of the South as a Community Source project. The application allows class volunteers to access contact and other information on their classmates via the web for the purpose of peer-to-peer solicitation. It also allows return contact with the institution. Complete functionality will be reviewed.

Session Type: Presentation/Demonstration

1347: The Difference Between Having Banner Advancement and Using It! (1347)

Lead Instructor: Alejandro Segura
Lead Instructor's Organization: Universidad de los Andes

Description: Universidad de los Andes -Uniandes- (Colombia) is presenting his success story on how to improve processes to get full benefit from Banner Advancement. With the help of SunGard Higher Education and iModules, Uniandes has moved from complex and inefficient silo systems, old web sites and a lack of control over the gifts, to a whole new process, with three new websites and a full control of the giving processing. All of this, plus the challenges of being a non-US higher education institution, having spanish as the main language and being the first latin american institution which implemented iModules: it's possible!

Session Type: Presentation/Demonstration

1137: What's New in Banner Advancement (1137)

Lead Instructor: Heidi Dombroski
Lead Instructor's Organization: Datatel+SGHE

Description: Come see the exciting new features that have been added to Banner Advancement over the past year.

Session Type: Presentation/Demonstration

PowerCAMPUS Advancement

1221: Evaluating Effectiveness of a Campaign Tree: A Valuable Exercise (1221)

Lead Instructor: Jerry McLaughlin
Lead Instructor's Organization: Gwynedd-Mercy College

Description: In working together, IT and Advancement staff members often are faced with problems left to them by previous PowerCampus users who are no longer with the institution. With a collaborated effort that involves understanding and appreciating each others needs we can often fix problems even at the mid-point of a capital campaign. This session will deal with ways to effectively change the Campaign Tree in PowerCampus to improve reporting and to strengthen the tracking of campaign pledges and donor payments. These solutions are based on a case study at Gwynedd-Mercy College in Gwynedd Valley, PA where IT staff worked successfully with the Advancement team to troubleshoot and solve numerous issues at the mid-point of a comprehensive capital campaign.

Session Type: Presentation/Demonstration

1215: PowerCAMPUS Self-Service: Advancement Access (1215)

Lead Instructor: Adrian Smith
Lead Instructor's Organization: Northland International University

Description: PowerCAMPUS Advancement Access is a modification to PowerCAMPUS Self-Service that provides real-time web accessibility to the Advancement data stored in PowerCAMPUS. Through the use of PowerCAMPUS actions, Northland International University developed several Self-Service pages and functions that allow a development officer or other designated individual to gain access to the full array of data stored in PowerCAMPUS from any web browser. The project also maintains all data within standard PowerCAMPUS tables allowing staff PowerCAMPUS users to benefit from the additional information provided by development officers. This session will describe the decision making process that led to the project, the project timeline and resulting functionality. Whenever possible, the project utilized existing PowerCAMPUS functionality (dossier, actions, roles and stored procedures). Although the specific use case for a modification will vary based on specific institutional needs, the process followed could be used as an example for any Self-Service modification project needed to support the strategic initiatives of your specific institution.

Session Type: Presentation/Demonstration

1361: Struggles to Success with PowerCAMPUS Advancement (1361)

Lead Instructor: Nicole Harding
Lead Instructor's Organization: Alvernia University

Description: Join us as we discuss tips and tricks for the PowerCAMPUS Advancement Module. Review solutions and outstanding issues encountered by an Advancement Services professional at Alvernia University. Learn about different ways to engage Advancement staff and have them utilize the system. This session explores useful reports and suggested fields to help make your advancement office more efficient and productive. Examples of prospect management reports, major gift reports, and solicitation summaries. (For new and experienced PowerCAMPUS Advancement and Administrative users.)

Session Type: Presentation/Demonstration

Runner Technologies, Inc.

1165: Address Verification in Banner/Advance with CLEAN_Address (1165)

Lead Instructor: Kevin Runner
Lead Instructor's Organization: Runner Technologies, Inc.

Description: Real-time address verification, telephone, name, and email checking are integral parts of improving data quality and communication. With CLEAN_Address, address verification is now an easy, low-cost solution to implement for institutions using Banner. Attendees will learn the basics of address verification, including the data products available from the USPS, Canada Post, and internationally. There will also be live functional demos showing the seamless integration in Banner Forms (INB), Web self-service applications (SSB), Advance, and batch processing. CLEAN_Address supports seamless address verification, telephone checking, name standardization, and email address validation. The session will also cover the technical aspects of the architecture and implementation.

Session Type: Presentation/Demonstration

Smart Call

1248: Getting the Most out of SmartCall or How I Learned to Love Lists, OLE Merge and Custom Columns! (1248)

Lead Instructor: John Swango
Lead Instructor's Organization: DePaul University

Description: SmartCall is a simple, but powerful tool that call centers can use to do more than just placing calls. This session will focus on creating custom columns, using custom columns to simplify list building, getting the most out of the OLE merge function, customizing built in reports, making security and management station changes. The session will also focus on some tips to make the SmartCall tool more of a CRM experience by integrating functions into existing tools.

Session Type: Presentation/Demonstration

1577: Making SmartCall Work for You in the Off Season (1577)

Lead Instructor: Kim Wilkinson
Lead Instructor's Organization: Queen's University

Description: Have you ever wondered what to do with your SmartCall system during the off season when telethon calling is completed? Queens University has found a way to initiate a strategy to make personal contact with over 5,000 alumni and to increase their gift planning prospect pool, confirm new estate gifts, and create an environment for conversations to happen. We call this the Legacy Calling Program. Using the SmartCall survey component will identify prospects that have left a legacy gift to your institution through their estate plans that you were not aware of. It will make prospects think about legacy giving for future conversations and see the value of gift planning. It will educate prospects who have never heard about legacy giving. You will receive updated information from Alumni to keep your database up to date. The Legacy program benefits the Gift Planning program, your Annual Giving program and the institution as a whole. Anytime you can communicate with Alumni to give information and answer questions is a win win situation.

Session Type: Presentation/Demonstration

1243: Transitioning to SmartCall from Another Vendor (1243)

Lead Instructor: Ron Eisenstein
Lead Instructor's Organization: DePaul University

Description: This session will cover rapid transition to SmartCall from another vendor. It will be a technical discussion on the transition, and assumes that attendees are familiar how to and understand the technical needs of a call center. This presentation will cover technical requirements and identifying critical needs for migrating to SmartCall. Some major topics covered will be: data uploading, list building, advance integration, telecommunication requirements, creating a test environment, training and documentation.

Session Type: Presentation/Demonstration

Thought Leadership

1482: The Interface Evolution (1482)

Lead Instructor: Christian Larsen
Lead Instructor's Organization: Datatel+SGHE

Description: Discussion on the evolution and future of the SGHE appplication interfaces.

Session Type: Presentation/Demonstration

Business Intelligence and Performance Management

Banner Enterprise Data Warehouse (EDW)

1949: Daily Performance Analytics With The EDW (1949)

Lead Instructor: Mike Salisbury
Lead Instructor's Organization: Datatel+SGHE

Description: Presentation of how the new EDW analytics for recruiting and admissions, student retention and success, and advancement prospect management and fundraising performance can be leveraged for analyzing operational and strategic performance on a daily basis

Session Type: Presentation/Demonstration

1019: ecuBIC: The Year of Data Warehousing (1019)

Lead Instructor: Scotty Stroup
Lead Instructor's Organization: East Carolina University

Description: ecuBIC is East Carolina Universitys Business Intelligence Center. This broad initiative combines an extensive array of technologies and services to provide East Carolina University with a robust platform that supports information delivery, decision support, and performance management. Now in its fifth year, the ecuBIC initiative is introducing data warehousing services to the campus community using SunGard Higher Education's Enterprise Data Warehouse (EDW), Banner Relationship Managements Recruiting and Admissions Performance product, and Microsofts SQL Server Analysis and Reporting Services. This presentation will detail the steps taken to implement data warehousing at East Carolina University and report demonstrations on the ease and speed of data warehouses.

Session Type: Presentation/Demonstration

1332: EDW Job Automation -- Calendar Once, Run Many (1332)

Lead Instructor: Clifton Ivy
Lead Instructor's Organization: Purdue University

Description: This presentation will cover the EDW job automation processes that Purdue built, and what we learned on the way to implement them. As Purdue began implementation of the EDW, the overlapping complexity of the event calendars made it obvious that running these events manually without error would be challenging and time consuming. We needed to automatically run the events from a calendar without manual re-entry. EDW automation needed to fit within the ODS job submission procedures already in place, allowing EDW jobs to be dependent upon ODS job completion. And we needed EDW jobs to report their success or failure via daily email. Come take a journey if you are interested in EDW implementation or job automation.

Session Type: Presentation/Demonstration

1269: Improving ODS/EDW Load performance and Streamlining ETL for EM RAP (also deploying Oracle Streams in Downstream mode) (1269)

Lead Instructor: Brian Schoudel
Lead Instructor's Organization: University of Illinois

Description: Learn how University of Illinois, a very large, multi-entity institution, tailored ETL processes to stream and load just the tables and schemas that are pertinent to Recruiting and Admissions Performance, improving ETL processing runtimes and easing the support burden associated with Multi-Entity Processing (MEP). Also learn about how UOI deploys Oracle Streams in Downstream mode. We reengineered the Oracle streaming process so that the capture process was moved to the downstream database to eliminate processing overhead on Banner, increasing overall availability, enhanced cloning and lowered risk associated with streaming from Banner. This also allowed for the addition of streaming filters to further limit the volume going into the warehouse.

Session Type: Presentation/Demonstration

1203: Tuning BPRA with SQL Profiles (1203)

Lead Instructor: Heidi Schuerger
Lead Instructor's Organization: Bucknell University

Description: Are you frustrated by how long it takes to run a Load/Refresh for ODS/EDW or generate a Cognos cube? This session illustrates how to monitor database performance and implement SQL Profiles. With OEM Grid Control, you are often just a few clicks away from optimized performance. This session will also cover implementing SQL Profiles from the command-line, which is required for implementing a Profile that leverages Parallel Query. Are you ready to shave hours off your load times? This is the session for you.

Session Type: Presentation/Demonstration

1732: Using Strategic Planning to Create Business Intelligence In-roads (1732)

Lead Instructor: Marco Cestaro
Lead Instructor's Organization: SUNY SICAS Center

Description: We believe in the concept, but need to see how it would address our issues, is a common statement made before investing in Business Intelligence (BI). When asked what needs to be addressed, a common response is better information. This is not a helpful answer. Showing strategy trees are not helpful to a campus that struggles to easily get admission letters out. This presentation discusses how the State University of New York has engaged campuses in Strategic Planning for Information Access as the first step in justifying the need for a comprehensive BI program. These engagements enabled campuses to articulate how BI would specifically address issues institution-wide; often with unexpected outcomes. For those who are looking for justifications of BI, well review how some of the most common findings supported the establishment of BI programs. Some time will be left for those of you who have been successful in gaining institutional buy-in for your program to share what has worked on your campus with the group.

Session Type: Presentation/Demonstration

Banner Operational Data Store (ODS)

2219: Benchmarking in Strategic Decision Support (2219)

Lead Instructor: Natalie Kellner
Lead Instructor's Organization: New Mexico State University

Description: Guide your institutions strategic decision-making, not only with internal metrics and goals, but by comparison to external peers. Utilize your business intelligence environment to examine key educational benchmarks in the context of your competitors. In challenging economic times see how you can assist your institution in utilizing metrics to guide strategic decisions ensuring high educational effectiveness, in a cost-effective and efficient manner. Comparison with peers provides your institution a leg-up on how competitors are responding to the resource, preparation and delivery issues facing higher education today. Gain a competitive advantage by measuring performance against peers.

Session Type: Presentation/Demonstration

2223: BPRA Coders Corner (BOF) (2223)

Lead Instructor: Kamakshi Mallikarjun
Lead Instructor's Organization: Datatel+SGHE

Description: This event is for the BI community. Please join us for our inaugural BPRA Coders Corner to hear about the features/utilities/processes created by your peers that would be beneficial to you. Thepresenters and submissions have been selected by the BI Community Source Committee of customers. Each presentation will be approximately 10 - 15 minutes.

Session Type: Birds of a Feather (BOF) Discussion

1635: BPRA Install/ Upgrades/Config including Banner 9 (1635)

Lead Instructor: Jim Carter
Lead Instructor's Organization: Solutions Development

Description: This session will cover various aspects of Installation and Configuration of the BPRA products (ODS, EDW, RAP, SRP, and APM), including OWB and SQLPLUS parameter files, Streams setup, code tree management, patch handling and management, and Admin/UI setup and configuration. Additionally, specific strategies for Banner 9 (AKA "Banner Evolution") upgrades will be discussed.

Session Type: Presentation/Demonstration

2210: Business Intelligence Community Networking (BOF) (2210)

Lead Instructor: Mike Salisbury
Lead Instructor's Organization: Datatel+SGHE

Description: Jump start your Summit networking experience by attending the Business Intelligence and Performance Management Community Networking Birds-of-a-Feather (BOF). Meet and interact with others who share similar interests. During this BOF you'll have the opportunity to learn about key Summit sessions related to the Business Intelligence and Performance Management Community, participate in an interactive discussion about how to make the most of Summit, catch up friends, and make new acquaintances. Make plans to attend and help make your time at Summit a vibrant and valuable experience.

Session Type: Birds of a Feather (BOF) Discussion

1939: Business Intelligence Kickoff (1939)

Lead Instructor: Mike Salisbury
Lead Instructor's Organization: Datatel+SGHE

Description: Business Intelligence kickoff presentation

Session Type: Presentation/Demonstration

1632: Data Reconciliation with BPRA Products (1632)

Lead Instructor: Jim Carter
Lead Instructor's Organization: Solutions Development

Description: One of the primary requirements of a Data Warehouse is accuracy of the data. The process of reconciling the data in the warehouse with the source data is a critical step in validating the usability of the products. Banner ODS provides some existing reconciliation features for this purpose. This session will explore those as well as other best practices for data reconciliation.

Session Type: Presentation/Demonstration

1928: From "What you got" (reports) to "What you need" (Business Intelligence) (1928)

Lead Instructor: Laurie LaChapelle
Lead Instructor's Organization: North Shore Community College

Description: North Shore Community College has acknowledged the need for more data-driven decision-making and embarked on an institutional ODS/EDW implementation to pursue that goal. While there have been challenges, the college has also achieved some success, especially from the Institutional Research Office perspective. This presentation by the NSCC CFO and Director of IR will provide history of the project and changes to the reporting environment, strategic goals for institutional BI, approach of organization and training, lessons learned, and next steps. The session will focus on specific examples from the IR office perspective about culture change, roles and responsibilities, as well as leveraging the capabilities of ODS reporting throughout the institution and benefits achieved.

Session Type: Presentation/Demonstration

1777: Get More Time with a Great Report: Process Improvement with Argos Reporting (1777)

Lead Instructor: Stephanie Fournier
Lead Instructor's Organization: Lansing Community College

Description: Do you spend too much time with spreadsheets, pivot tables, or Access databases to configure data into useful reports? Do you maintain "side systems" - spreadsheets or databases to keep information at your fingertips? This session will demonstrate how to shift your time spent from collecting, organizing, and formatting data to a focus on business intelligence. Through Argos reporting you can get the report results you need at the click of a button or two. We will review several Argos reports and OLAP cubes that were successfully implemented that improved HR processes, improved report accuracy, and have saved time. We will demonstrate how identifying the customer's need and strategically planning an Argos report has resulted in shortened time to collect and format data, with flexibility to get usable ad hoc reports.

Session Type: Presentation/Demonstration

1172: Getting a BI Project Off the Ground (1172)

Lead Instructor: Clinton Vickers
Lead Instructor's Organization: Datatel+SGHE

Description: Even though they say they want you to give them business intelligence data, how do you get them engaged enough to tell you what they really need? This session will review how State Fair Community College went about engaging their executives to successfully kickoff a BI project. A major part of this effort involved building a pilot website for executives to actually see what BI could mean to them. This presentation will cover the basic concepts of BI, considerations for a successful BI project, and the current state of BI at SFCC.

Session Type: Presentation/Demonstration

1850: IR (BOF) (1850)

Lead Instructor: Kamakshi Mallikarjun
Lead Instructor's Organization: Datatel+SGHE

Description: Birds of a feather discussion on various facets of IR - from trends that you are seeing in Higher Ed and how is it impacting IR role to how you are leveraging the ods/edw solutions for your reporting needs.

Session Type: Birds of a Feather (BOF) Discussion

1776: MIF, MEP & Multi-Source; Why Should You Care About VPD? (1776)

Lead Instructor: Karen Funston
Lead Instructor's Organization: Colorado Community College System

Description: A VPD environment in Banner requires a VPD (or mepped) environment in ODS. With the introduction of DBEU/Banner 9, everyone can become mep savvy. Join us to learn about the impact of VPD/MEP on the BPRA products.

Session Type: Presentation/Demonstration

1786: Moving (More) Banner Data to ODS (1786)

Lead Instructor: Karen Funston
Lead Instructor's Organization: Colorado Community College System

Description: No matter how many tables or columns within those tables are included in the baseline ODS product, it seems users always want "just one more". Join me to learn techniques and best practices for giving your end-users what they need and still be able to apply patches and upgrades without major modifications or having your custom code over-written.

Session Type: Presentation/Demonstration

1785: ODS Tips, Tricks and Other Functions (1785)

Lead Instructor: Karen Funston
Lead Instructor's Organization: Colorado Community College System

Description: Join Jim Carter and Karen Funston to learn new "Tips and Tricks" for ODS including new Oracle SQL functions in 11g, tips for using the output from the Streams Health Check script, and Streams performance tuning.

Session Type: Presentation/Demonstration

1704: One Source of the Truth, One Reporting Solution with Banner ODS and Argos (1704)

Lead Instructor: Dana Walters
Lead Instructor's Organization: Cuyahoga Community College

Description: Cuyahoga Community College started a journey of implementing comprehensive college-wide to support business decisions in 2007. To meet short and long-term goals a reporting system needed to be established that would provide repeatable reports with ease for each stakeholder in order to improve institutional performance and accountability. Several strategies were attempted until deciding on the current successful solution. This session will describe the project from the decision to move away from each earlier effort, the process used to choose technology, the achievement of executive sponsorship and unprecedented partnerships built for success, lessons learned and our future direction for reporting and analytics.

Session Type: Presentation/Demonstration

1391: Oracle Streams for ODS: No Pain No Gain (1391)

Lead Instructor: Rohini Ananthakrishnan
Lead Instructor's Organization: University of Denver

Description: The University of Denver has successfully implemented streams for ODS. The path to this successful implementation was not smooth, however the end results far out way any bumpiness in the road. Institutions can reap major benefits by extending their ODS/EDW environment using streams. This presentation will discuss the following topics and more: - Streams pain points and ways to troubleshoot and resolve issues. - Streams Administration and Monitoring. - Ways to extend ODS/EDW environment using Streams. - ODS/EDW Administration, Security, and Monitoring. - Useful pointers for Oracle, OWB, and ODS/EDW upgrades.

Session Type: Presentation/Demonstration

1536: Overview of ODS 8.4 Enhancements (1536)

Lead Instructor: Brian Large
Lead Instructor's Organization: Datatel+SGHE

Description: This session will provide an overview of upcoming enhancements in ODS 8.4 in the areas of data integration, data coverage and data reconciliation.

Session Type: Presentation/Demonstration

1966: Post Clone Procedures for BPRA (1966)

Lead Instructor: Heidi Schuerger
Lead Instructor's Organization: Bucknell University

Description: Bucknell maintains three complete end-to-end environments (development, UAT, and production). Refreshing non-production environments becomes more complicated when Oracle Streams components are involved. This session will walk through Bucknell's post-clone procedures for BEIS Streams (local-host), BPRA Streams to the ODS/EDW staging area (cross-host), updating OWB locations, and refreshing ODS/EDW data. Bucknell typically refreshes DEV from PROD on a monthly basis and UAT from PROD on a weekly basis. By cloning the Banner and ODS/EDW databases simultaneously and resetting the instantiation SCN of objects in the ODS/EDW staging area, Bucknell avoids a full reload of the ODS and EDW.

Session Type: Presentation/Demonstration

1534: Self-Service Reporting with Cognos 10 (1534)

Lead Instructor: Michael Furtado
Lead Instructor's Organization: Datatel+SGHE

Description: This session will demonstrate how a report consumer can use Cognos 10 Business Insight to develop personalized dashboards. The session will focus on using institutionally designed Cognos content, advanced search and interactive tools.

Session Type: Presentation/Demonstration

1730: The Business Intelligence Cloud-From Concept to Proof of Concept (1730)

Lead Instructor: Marco Cestaro
Lead Instructor's Organization: SUNY SICAS Center

Description: The State University of New York introduced the SICAS Business Intelligence Program in the fall of 2010 as a set of philosophies, methodologies, and technologies in support of effective use of information on campuses. By extending the shared services model, employed for years at SUNY, into Business Intelligence (BI) we have been able to enable comprehensive BI programs at a lower cost with shorten implementation times. This technical session will give an overview of how two University wide agencies are providing Oracle Business Intelligence Enterprise Edition 11g and SunGard HE Operational Data Store as a private Cloud based service. At Summit 2011, we presented the proposed architecture of the BI Cloud. This years session will be a brief overview of the solution, followed by an in depth look at how specific technologies (i.e. Oracle Stream & VPN, OWB, and OBI) enable the solution. Come see how things are progressing with this ambitious project and what we have planned for next year.

Session Type: Presentation/Demonstration

1140: Uh Huh to Aha, Using Simple Enhancements to Cognos Model (1140)

Lead Instructor: Jimmy Patel
Lead Instructor's Organization: Old Dominion University

Description: In this session, we will cover simple modifications and additions to Cognos Model to make life easier for report writers and end users of Cognos reports. Topic will cover adding LoV's, adding functions, data items and business logic which is not part of delivered models. Will demonstrate some reports which will highlight the ease.

Session Type: Presentation/Demonstration

Evisions, Inc. Argos

1539: Reporting Case Studies with Argos and the Open Digital Campus (1539)

Lead Instructor: Matt McLellan
Lead Instructor's Organization: Evisions

Description: Hundreds of institutions world-wide are collaborating together to enhance reporting from the Open Digital Campus components. This session will go through real client reporting examples from letter-generation and basic reporting to advanced data cubes and dashboards. Learn how to use the ODS and EDW more effectively and get access to the information you need quickly and easily.

Session Type: Presentation/Demonstration

1537: Taking PowerCAMPUS To the Next Level Using Argos (1537)

Lead Instructor: Matt McLellan
Lead Instructor's Organization: Evisions

Description: Hilbert College has been using Argos with PowerCAMPUS to make a positive impact on data-driven decisions. Through these efforts nearly every department has access to the right information where and when they need it. This session will cover Argos basics as well as Hilbert examples from Admissions, Student Records, Advisement, Retention, Enrollment, Immunizations and more. Come see how data-driven decision support was made possible at Hilbert.

Session Type: Presentation/Demonstration

IBM Cognos Business Analytics

2191: Beyond the Reports (2191)

Lead Instructor: Kurt Rivard
Lead Instructor's Organization: IBM Business Analytics

Description: Valuable information can be gleaned by users throughout your organization from the suite of standard reports delivered as part of SunGard Higher Education's performance applications. Users can run and interact with those reports on demand. However, the out of box reports likely will address only a portion of your organization's information needs. In this session we will walk through a live demonstration showing how casual end users in your organization can leverage the Cognos tools available to them to go beyond just running/viewing reports, and perform tasks that help derive substantially more value from your institution's information assets, all the while requiring minimal training, no intervention by advanced users or IT, and no software installation/configuration/setup in their environment. Specifically we will show how end users can customize how they view information from a report (changing the grouping, sorting, visualization, etc); coalesce information from multiple reports into a single refreshable document or dashboard; get answers to ad-hoc questions on the fly not addressed in the standard reports; create and share their own reports or a modified version of a standard report; and access standard and customized report content on their mobile device such as an iPad.

Session Type: Presentation/Demonstration

Performance Management Services

1625: Full Life Cycle Performance Management (1625)

Lead Instructor: Scott Cupach
Lead Instructor's Organization: SGHE

Description: This presentation will educate clients on the fundamental concepts of Balanced Scorecarding, and its importance to the institution as it pertains to managing Performance. It will speak to the entire workflow of identifying what Key Performance Indicators / Scorecards are of most importance to the institution, then leveraging the ODS/EDW/BI to be able to report on these, and track progress towards improvement of these KPI's. (Essentially using the ODS/EDW/BI as the tool to compliment the Performance Management mantra / philosophy)

Session Type: Presentation/Demonstration

1561: So What? Real Impacts of Tri-C BannerizeIT! (1561)

Lead Instructor: Bonnie Guyer
Lead Instructor's Organization: Cuyahoga Community College

Description: When Cuyahoga Community College (Tri-C) embarked on its multi-year Banner Revitalization project, it was for the purposes of improving business processes and gaining efficiencies while improving services and access for increasing numbers of students. Did it work? This session will show how Tri-C tracked and evaluated its BannerizeIT initiatives and linked them to real world KPIs (Key Performance Indicators) to demonstrate measurable ROI (Return On Investment). Some of the results are startling! Business Unit leaders and IT professionals who understand the difficulties around establishing governance structures, obtaining buy-in, facilitating process improvements and managing continuous upgrades will appreciate hearing how BannerizeIT! pays off for students and staff.

Session Type: Presentation/Demonstration

Community Engagement

Community Source

1264: Code Camp - Innovation through Collaboration (1264)

Lead Instructor: Charles Hunt
Lead Instructor's Organization: Auburn University

Description: Code Camps for SunGard customers have been catching on across the SunGard customer base. This session will describe the code camp concept, code camp pre-requisites, the role of counselors and counselor preparation. It will provide information on how to start planning your own code camp. We will share experiences from 2011 code camps and the lessons learned to improve future code camps. Finally, as many have been to the Groovy/Grails code camp, we will discuss ideas for a follow up Groovy/Grails code camp to build on the GrailsTwitter camp experience. This will be an interactive session so please bring all of your ideas!

Session Type: Panel

1362: Code Sharing & Collaboration: Take Advantage of the Community Source Shared Code Repository (1362)

Lead Instructor: Jonathan Wheat
Lead Instructor's Organization: Messiah College

Description: How can you safely share code with your peers; how can you take advantage of work completed by a community member? Community Code Sharing has the potential to jump start your development project, reduce coding time, lower project costs and create an ecosystem of institutional partners who will enhance and support each other. Facilitated by the capabilities of the Community Source Shared Code Repository, code-sharing is just the start. Private project workspaces and distributed source code version control enable multiple institutions to co-develop and collaborate. Whether you're working on a mobile application or a new admin system feature, don't go it alone. Attend this session to learn what the Community Source Shared Code Repository is all about and get ready to take advantage of this unique community resource immediately.

Session Type: Presentation/Demonstration

1992: Community Source Development: Technical Lessons Learned from Peers (1992)

Lead Instructor: Kathryn Matuch
Lead Instructor's Organization: Drexel University

Description: Panelists will share their experiences working with baseline standards, developing new features or refactoring existing local modifications so that they can be incorporated into the SunGard product baseline. The session will include examples of simple and moderately complex modifications in order to illustrate changes throughout the development process. This presentation include some or all of the following: coding and structural design standards and best practices, unit testing standards and the considerations that should be given to changes required in configuration management. If you develop modifications, extensions or bolt-ons to SunGard products, this session can point you to resources and help you understand how to develop in ways that make your changes to baseline or new extensions easy to share with the community or submit through the Community Source process for baseline release.

Session Type: Panel

2178: Community Source Initiative Annual Meeting (2178)

Lead Instructor: William (Bill) Thirsk
Lead Instructor's Organization: Marist College

Description: The Community Source Initiative is an unique collaborative software development model that harnesses the creative power of the customer community. Join the Board of Directors at the Annual Meeting and learn about the year's successes, recognize the achievements of your peers and find out how to get involved yourself.

Session Type: Panel

1499: Community Source Technical Case Study - Collaborative Development for Baseline (1499)

Lead Instructor: Kevin Davidson
Lead Instructor's Organization: Rose-Hulman Institute of Technology

Description: Have you developed code to solve a functional issue in Banner and want to submit it to Community Source for inclusion in baseline? Or maybe you want to pick up some pointers on how to develop code that can pass a SunGard code review. Many lessons were learned during the collaborative technical development of Proxy Access. This session will explore the Thinking, Techniques and Tools used to create code destined for baseline. The Proxy Access code is loosely based on the Rose-Hulman Web for Parent custom application. In the largest collaborative Community Source project to date, a team of core developers from SunGard, Rose-Hulman, Illinois, Kent State and Seton Hall were tasked with taking the concept of Web for Parent and creating a more powerful, secure and generalized system suitable for the Banner General baseline. Each core member brought unique resources to the project. This session will discuss how to identify and recruit a successful team, the importance of clear and concise communication in the collaborative development of functional specifications, technical specifications and testing plans, and the use of technical standards, configuration parameters and user interface elements consistent with existing baseline functionality.

Session Type: Presentation/Demonstration

1357: Success: The Benefits of Implementing Community-Developed Features (1357)

Lead Instructor: Patricia Tuchman
Lead Instructor's Organization: University of Illinois

Description: Success Stories! We've all heard the benefits of Community Source to the submitting institutions (e.g. no need to maintain a local mod); let's talk about the advantages for the rest of us. We'll go over some community-developed features that have made it into baseline and learn about the benefits they had on daily life elsewhere. The features we will talk about represent a number of functional areas. Come learn about the benefits being realized by your peer institutions because of Community Source.

Session Type: Panel

1460: The Community Source Initiative & your IT Strategy: Making CSI Part of Institutional Culture (1460)

Lead Instructor: Dale Ganus
Lead Instructor's Organization: Texas Tech

Description: Adding Community Source to your IT strategy can increase the benefit a development project brings to your institution. The Community Source Initiative provides a means for features you develop to become supported functionality in a SunGard Higher Education product baseline and for collaborating on development projects with other institutions. Your IT operation can reduce the technical debt and project costs associated with customizations by leveraging the power of SunGard and the entire community. Panelists will discuss their institutions involvement in the Community Source Initiative, the use of Community Source in their IT strategy and the benefits their institution has realized from collaboration and participation.

Session Type: Panel

1420: The Community Source Review Process: How it Works and Where You Fit (1420)

Lead Instructor: Evelyn Michaud
Lead Instructor's Organization: University of Illinois

Description: A panel of Community Source Initiative Review Committee Members will share insights, experiences and future direction with regard to the people and processes that guide customer-developed code to baseline. If you've ever wondered how, why or who makes that happen, this is the session for you. Topics will include committee membership, community outreach, community source processes, resources and results. Whether you're new to the Community Source Initiative or familiar with it, you will gain an up-to-date perspective on the Community Source Initiative without regard for specific products or modules. Learn about the benefits Community Source participation brings to individual institutions and to the global Higher Education community as a whole and find out how to get involved. Functional, Technical, and Higher-Level Administrators from all product lines are encouraged to attend.

Session Type: Panel

1571: The Many Paths to Baseline - Begin With the End in Mind (1571)

Lead Instructor: Dale Ganus
Lead Instructor's Organization: Texas Tech

Description: Over the past year, the Community Source Initiative has experienced unprecedented success. We know there are more submissions out there - large and small - at your institutions. This session will focus on the variety of paths that you can take to get the features your institution has developed into baseline. CSI submissions have a variety of starting points. Some begin as an idea for a new feature, others as an existing modification or as a multi-institution collaboration, to name a few. There are many ways to move new or added functionality to baseline and we want you to be a part of it. Panelists will discuss specific examples of how their institutions succeeded in having functionality added to baseline.

Session Type: Panel

1979: When it Comes to Community Source - Small is Beautiful (1979)

Lead Instructor: Victoria Van Horsen
Lead Instructor's Organization: The Principia

Description: When everyone thinks of the features they would like to contribute to baseline through Community Source, they envision a large project with a huge impact. We want to change your preconceptions and show that small customer-developed changes and extensions can often times make the biggest impact! We are looking for small local changes that your institution has developed in order to streamline business processes. In reality, these small changes to baseline make a huge difference with day-to-day process efficiencies. We'll share real-life examples of small modifications that have been submitted to Community Source and are now being included in baseline SunGard products. A panel will be available for questions and answers and would love to hear about your small mods. It could be a feature developed at your institution that is showcased at Summit next year.

Session Type: Panel

The Commons

1806: Increasing Collaboration in the Commons (1806)

Lead Instructor: Ron Silco
Lead Instructor's Organization: St. John Fisher College

Description: The Commons is a valuable resource and we know that the customer community may be full of ideas on how to use the Commons to grow, document and share collective knowledge. Please join this panel discussion with Commons Customer Advisory Board members and the Commons support team. Discussion will include the potential to create Cooksbooks, Best Practice documents and Tips & Tricks born of your experience.

Session Type: Panel

Financial Management

Accruent, Inc.

1352: Measuring Business Value of Facilities Management Automation (1352)

Lead Instructor: Tim McLean
Lead Instructor's Organization: Accruent, LLC

Description: You know that implementing facilities management software increases the value of your institution, reduces costs, and improves productivity. However, have you ever had difficulty calculating what that impact actually is? Have you ever wanted to more effectively communicate the needs and value of the facilities department throughout your larger organization? Accruent has partnered with trusted ROI experts Hobson & Company to measure the business value organizations receive by implementing facilities management automation software. In this session, you will learn how to identify and calculate the business improvements created and witness a validated case study of the actual value generated through these software applications so that you may understand how to achieve your own goals for improved performance and cost control.

Session Type: Presentation/Demonstration

Banner Finance

1612: Advancement Touchpoints Including Banner Finance, HR, AR, Workflow and BDMS (1612)

Lead Instructor: Gary Houck
Lead Instructor's Organization: Datatel+SGHE

Description: Join us for an overview of the set up of Designations in Advancement and the feed to Banner Finance. Learn how to use Workflow to coordinate validation table set up between Advancement, Finance, Financial Aid, and Student AR. Interested in Payroll deductions? We'll explain the bi-directional feed process between HR and Advancement. Want to make endowment documents available on-line? We'll show you how BDMS can help.

Session Type: Presentation/Demonstration

1695: Approving in Banner Finance (1695)

Lead Instructor: Grace Hill
Lead Instructor's Organization: Datatel+SGHE

Description: Banner Finance provides a variety of options when it comes to approving documents. Join us for an overview of creating and maintaining approval queues. Learn a few tips and tricks like removing users from approval queues! Learn how non-sufficient funds (NSF) checking impacts the approval process.

Session Type: Presentation/Demonstration

2180: Automate & Streamline Accounts Payable (2180)

Lead Instructor: Bill Edmunds
Lead Instructor's Organization: Old Dominion University

Description: Technology and Changes in Accounts Payable ODU's AP Makeover Technology is ever changing and so is ODU's Accounts Payable Department! Our goal is to reduce the amount of paper while simplifying our processes so that we can become more efficient and effective while providing excellent customer service. We recently implemented Banners electronic receiving, automated our check run, created invoice@odu.edu to receive electronic invoices, and we are scanning and indexing images using BDMS (invoices and W-9s). Come learn how ODU has taken advantage of technology while sharing with you our recent accomplishments and our goals for the next year.

Session Type: Presentation/Demonstration

1914: Automating Banner Finance and AR Processing Using UC4's Applications Manager (1914)

Lead Instructor: Rhonda Baumgartner
Lead Instructor's Organization: George Mason University

Description: Over the past six years, Fiscal Services at George Mason University has become increasingly automated using UC4s Applications Manager. From fee assessment to nightly processing of student financial aid refunds; from hourly hold processing to feed to finance process flows; from a variety of check runs to nightly/weekly/monthly audit reports distributions; Masons Fiscal Services relies on Applications Manager to keep our business running. This presentation will cover how our office takes advantage of Application Manager with a variety of real world examples using AM #subvars, conditions, jobs and process flows. The AM implementation and support agreement between ITU and Functional Office Staff will be covered. As Mason recently upgraded to Applications Manager V8, the upgrade process and what new features we are now using will also be highlighted.

Session Type: Presentation/Demonstration

1832: Banner Finance Chart of Accounts Structure 101 Simplified! (1832)

Lead Instructor: Patricia Haynes
Lead Instructor's Organization: Northwest Missouri State University

Description: When preparing to implement Banner Finance in January 2009, our goal was to set up a Chart of Accounts (COA) that met the needs of all internal and external stakeholders associated with Northwest Missouri State University. After completing 2 fiscal years with Banner Finance, we are convinced that our chart of accounts is second-to-none. Our COA was structured in a way that gives users a hierarchical view of their financial information. We will share how our COA is user friendly, manageable by the Finance department and allows for effortless reporting.

Session Type: Presentation/Demonstration

1034: Banner Finance Implementation Refreshed! (1034)

Lead Instructor: Andrea Jaeckel
Lead Instructor's Organization: Eastern Michigan University

Description: In 2002 Eastern Michigan University implemented Banner and in 2009 the administration reviewed the initial implementation and current business process to enhance University operations. This process took approximately two years before achieving a successful migration. At first a finance working group was formed, which later expanded campus-wide, to explore and document all existing issues with both process and technology. It was our intent to leverage Banner to its fullest and achieve efficiencies in an environment of shrinking resources. The finance review team identified the following issues: a poorly managed chart of accounts that became bloated with data elements, a shadow system managed position control, less than 40% of the campus utilized electronic requisitions, automatic budget checking (NSF) was never fully engaged, three way matching was not utilized, the system did not reflect how administrators wanted to manage auxiliary enterprises, GASB reporting was not being utilized and an old FRS report was mimicked to provide the necessary information, detail codes were not being used efficiently , and internal customers were often confused by financial information available through Self Service. We intend to provide a toolkit (roadmap)that attendees can utilize to diagnose inefficiencies and inconsistencies between business process and technology.

Session Type: Presentation/Demonstration

1174: Banner Finance Kickoff (1174)

Lead Instructor: Barbara Doane
Lead Instructor's Organization: Datatel+SGHE

Description: Join us for an update on the Customer Roadmap and Product Calendar for Banner Finance, Banner Travel and Expense Management and PayNetExchange for Banner Finance.

Session Type: Presentation/Demonstration

1259: Banner Financial Management Collaboration Panel Discussion (1259)

Lead Instructor: Nathan Anderson
Lead Instructor's Organization: Wake Forest University

Description: The SunGard Higher Education Financial Management team wants your involvement! Have you ever wanted to get involved with setting the direction for the Banner products, or help co-develop a new feature or module? Or did you simply want to know how customers interact with SunGard Higher Education? Then this is the panel discussion for you! Join members of the Banner Finance Customer Advisory Board, Community Source Initiative, and Customer Development Partnership to learn how customers just like you collaborate and directly influence the direction of the Financial Management suite of products.. This is an excellent opportunity to learn how you can get involved!

Session Type: Panel

1620: Budget Development in Finance and Human Resources (1620)

Lead Instructor: Gary Houck
Lead Instructor's Organization: Datatel+SGHE

Description: Join us for a review of the complete budget development process from working position budgets for salary and fringe benefit expenses in Banner HR to operating revenue and expense budgets in Banner Finance. We will discuss the feed process in detail between HR and Finance as well as provide an overview of the salary planner enhancements released in November 2010.

Session Type: Presentation/Demonstration

1506: Designing Finance Security, by a Data Custodian (1506)

Lead Instructor: Kimberly Bendickson
Lead Instructor's Organization: New College of Florida

Description: Are you being tasked with implementing, re-designing or cleaning up Finance security but dont know where to start? Do the terms roles, objects, security classes, have you a bit confused? Come learn how one data custodian from a small institution faced this challenge and accomplished this task this past year. Attendees will learn what the terms Role, Object, Classes really mean and how they interact. By the end of the session the attendee will be able to design a solid security plan within the finance module and know who has access to what within Banner Finance. A sample matrix will be shared that can be customized and supplied to your IT staff that can be used to assign new users correctly within INB security. This session is designed for the functional or technical specialist user within a finance department that has to set up or clean up finance security for members of the campus community. The concepts learned can be applied to any of the Banner modules, though finance classes, objects and roles will be used for illustrative purposes. FOMPROF will not be discussed during this session.

Session Type: Presentation/Demonstration

1161: Easy End User Reporting for Finance using Microsoft Access (1161)

Lead Instructor: Bob Siegfried
Lead Instructor's Organization: Lehigh University

Description: Learn how Lehigh University provides over 400 end users on campus with desktop access to Banner financial data and reports using a Microsoft Access database. Since Lehigh has a Microsoft site license for the Office suite which includes Access, we determined this to be a very cost effective way to develop a uniform set of reports and provide easy access for campus users to run them as needed. The database is linked to a copy of our Banner production database that is updated every night (using Oracle tools) so the data is as current as the night before. The reporting database was created before the availability of ODS/EDW and uses baseline tables and views and a few custom views, but required no modifications to Banner Finance and uses basic fund org security maintained on FOMPROF. The presentation will include a demo of the actual database and the extensive menu of reports available to end users that have been developed since we went live with Banner Finance in July 2001, and how other schools can replicate this reporting database at their institutions.

Session Type: Presentation/Demonstration

1044: Expenses and Income - Contract Management Through Banner Finance (1044)

Lead Instructor: LUIS GONZALEZ
Lead Instructor's Organization: Sistema Universitario Ana G. Mndez

Description: We have created a menu in Banner Finance where we can manage the contracts in our institutions. Our university system consists of 3 universities, 13 off campuses, 1 educational PBS affiliate TV Channel and 3 campuses in Florida, for a total of 45,000 students. There are several forms that we have created and are used to identify the types of contracts (expense or income) active in SUAGM. When the contract represents expenses, an encumbrance should be created to reserve the funds. All contracts are identify on the system with a category and sub-category in order to classify them by contract type. Also, the system provides for amendments to existing contracts to be managed. Actually we manage during fiscal year 2010-2011 a total of 60 income contracts with a value of $8.7 million and 2,168 expense contracts for a value of $41.7 million. This new process of managing the contracts has helped SUAGM to establish a better control of our contracts and also have a clear picture of the amount of contracts managed including the total monetary value in a giving fiscal year.

Session Type: Presentation/Demonstration

2196: Financial Management Community Networking (BOF) (2196)

Lead Instructor: Barbara Doane
Lead Instructor's Organization: Datatel+SGHE

Description: Jump start your Summit networking experience by attending the Financial Management Community Networking Birds-of-a-Feather (BOF). Meet and interact with others who share similar interests. During this BOF you'll have the opportunity to meet SunGard employees and members of the Banner Finance Customer Advisory Board, participate in an interactive discussion about how to make the most of Summit, catch up with friends, and make new acquaintances. Make plans to attend and help make your time at Summit a vibrant and valuable experience.

Session Type: Birds of a Feather (BOF) Discussion

1737: Fixed Asset Implementation - Extreme Makeover (1737)

Lead Instructor: Donna Bean
Lead Instructor's Organization: Old Dominion University

Description: Ever wanted to implement a full blown Fixed Asset process using all the delivered functionality of Banner? This collaborative presentation led by SunGard Finance consultant Rick Gerry, with assistance from Old Dominion University's Accounting Manager, Donna Bean. Rick & Donna's presentation will walk you through the many surprises (and pitfalls) of migrating a Fixed Asset data set from home grown forms to baseline Banner. Learn about the Universitys unique decision to turn over the responsibility for carrying out a 100% physical inventory to a group of its most talented students. The summer inventory not only physically located the assets, but also took pictures of every asset. The presenters will provide a broad overview of the project management process employed by the University to advance this project. Learn how the ODU Team, with support from SunGard, tackled every obstacle from inconsistent building location codes to excel generated depreciation tables. The Team will also demonstrate workflows designed to allow asset owners to facilitate the transfer and disposal of assets and the use of BDMS to store the asset images. This project was initiated as part of the Banner Revitalization services offered by SunGard.

Session Type: Presentation/Demonstration

2018: Flexibility and Strength in Financial Reporting - No Yoga Required! (2018)

Lead Instructor: Amy Lamy
Lead Instructor's Organization: Wake Forest University Finance Systems

Description: Over the past year, Wake Forest University has extended its data warehousing capabilities to include all areas of reporting-related financial and accounting information. The custom data architecture has provided numerous advantages, including enhanced reporting functionality, improved report execution performance, simplified report development, minimized data redundancy, and meaningful data organization for ad hoc queries. This presentation will focus on Wake Forests use of attributes, the development of financial statements and other types of management reporting in Cognos 8.4, and specific financial data architecture considerations. The session is meant for all audiences who are interested in enhancing their financial reporting environment.

Session Type: Presentation/Demonstration

1631: Fund/Org Security, Rule Group Security, BANSECR Security, Oh my! (1631)

Lead Instructor: Rick Gerry
Lead Instructor's Organization: Datatel+SGHE

Description: Join us for an understanding of Banner Finance security. We will cover the basics from fund/org security, rule group security, role based security and the new features available through BANSECR in Banner 8.

Session Type: Presentation/Demonstration

1202: Grants Billing: Get to Know the Module and How to Use It with FormFusion (1202)

Lead Instructor: Patricia Russo
Lead Instructor's Organization: Temple University

Description: Join us for a discussion of the set-up and routine utilization of the Banner Finance Grants Billing module. It will also highlight the basics of how to create a standardized bill using Evisions FormFusion. This session will give users unfamiliar with the module the basics of how to go through a billing cycle and provide some technical tips for implementing a FormFusion based bill at your institution.

Session Type: Presentation/Demonstration

1646: How to Have a Clean (and enjoyable!) Year End Close (1646)

Lead Instructor: Rick Gerry
Lead Instructor's Organization: Datatel+SGHE

Description: Looking to ease the burden of fiscal year end close? Join us for an overview of the year end close process and learn what you can do all year long to help create a clean year end close.

Session Type: Presentation/Demonstration

1252: Implementation of Banner Grant Module - Share Our Experience (1252)

Lead Instructor: Wanna VanCuren
Lead Instructor's Organization: Western Washington University

Description: Western Washington University successfully implemented and replaced our highly manual Grant process (pre-award and post-award) with the Banner integrated Grants Management system in August 2011. This module allowed us to automate most of our key processes and make grant data and reports more accessible to the campus community, including senior administration, faculty and financial services. This presentation will cover how the team started with current process analysis, engaged with SunGard consultant in testing Banner features from entering a proposal to turning it into a Grant, to running deferred grant process and final billing. We will also cover the conversion process and share our lessons learned in this aspect.

Session Type: Presentation/Demonstration

1661: Intro to Fixed Assets (1661)

Lead Instructor: Kimberly Bendickson
Lead Instructor's Organization: New College of Florida

Description: Are you wondering what is involved with setting up the Fixed Asset Module? This session will review how to set up the various validation tables 8 in all, what adjustments are needed on FTMFUND, FTMACCT, FTMLOCN, FTMDEPR and FOASYSC to use Banner Fixed Assets. We will briefly review the Banner supplied reports within Fixed Assets and what fields to key in on when designing your own fixed asset reports for use at your institution. New College of Florida brought up the fixed asset module 5 years ago. As a small school with limited resources we are utilizing this module in the vanilla state. If time permits we will review the capitalization process of FFPOEXT, FFAFEDL, FFAMAST and how to make Fixed Asset Adjustments. This session is intended for the functional or technical user that is the individual(s) responsible for implementing the Fixed Asset module. Knowledge of chart of account structure is assumed, specifically as it relates to funds, organizations, assets, and equity.

Session Type: Presentation/Demonstration

1682: Know Who You're Hiring —Use a Banner Finance Certificate Program to Better Link Skills and Positions (1682)

Lead Instructor: Carole Wilson
Lead Instructor's Organization: University of North Carolina

Description: Three years ago, UNCW developed a Banner Finance Certificate program to ensure the staff was knowledgeable and prepared for financial activities and responsibilities across campus. Three levels of certification are offered as well as electives with the courses involving all areas of Finance, including contract and grant management. Each session also includes a test to ensure key objectives are achieved. Departments are now considering these certifications during performance evaluations and requiring them for certain positions. It also allows employees to develop their skills in preparation for future promotions. Not only are these certifications helpful for employees to transfer between departments at UNCW but also other schools can determine the level of Banner knowledge an applicant possesses when considering hiring a former UNCW staff person.

Session Type: Presentation/Demonstration

1056: Let's Talk About the Banner Finance Community Source Initiative (1056)

Lead Instructor: Stacy Hammond
Lead Instructor's Organization: Indiana State University

Description: Would you like to directly impact the baseline Banner Finance products? Join members of the Banner Finance Community Source Functional Review Committee for an overview of the Community Source Initiative, and a review of enhancements in process on the path to baseline Banner. The committee will also discuss new submissions, participation in the process and other ideas for the future.

Session Type: Panel

1859: Measuring Performance from Purchase Order to Payment using the ODS (1859)

Lead Instructor: Rick Berry
Lead Instructor's Organization: Old Dominion University

Description: This presentation will show how Old Dominion University uses the Operational Data Storage (ODS) and Cognos Business Intelligence tools to measure efficiency and effectiveness of the purchase order to payment process. The presentation will review process systems analysis in general, the use of performance measures and specifically how ODS is used to analyze system performance, including the use of dashboards, reports and performance measures. Specific examples of how reports are used to identify problems, re-engineer process, and develop policies, procedures, and training will be discussed. The ultimate goal of system analysis using ODS reporting is to o improve efficiency of the purchase order to payment process to ensure that university departments are performing the necessary functions and that vendors are receiving payment per the terms and conditions of purchase orders and contracts o identify problem areas within the system and focus on correcting them via employee training, improved processes, process re-engineering, and system enhancements

Session Type: Presentation/Demonstration

1589: Navigating the Triangle of Budget Development (1589)

Lead Instructor: Margi Vermillion
Lead Instructor's Organization: Colorado College

Description: In this session attendees will learn how Colorado College uses the Banner Budget Development process (Banner 8.3) for Operational and Personnel Budget Development. We will explore a wide variety of Banner processes and forms which can be used to extract, model and post a new fiscal year budget to the Operating Ledger. We will also share the Colorado College process map for Budget Development. The map encompasses the six months of Budget Development work done from January to July and provides a shortcut guide to the Banner forms and processes needed to roll out a new fiscal year budget. The interaction between the Budget, Human Resources and Payroll departments frame a triangle of work which demonstrates the interconnectedness of the Banner Finance and HR modules. The process map illustrates how we navigate the waters and prevent disastrous outcomes through planning and coordinated teamwork. The presentation is intended for anyone involved in the development of Personnel and/or Operating budgets.

Session Type: Presentation/Demonstration

2055: ODS Reporting Implementation for Finance at Centennial College (2055)

Lead Instructor: Sheree Hendricks
Lead Instructor's Organization: Centennial College

Description: This presentation will describe our Operational Data Store (ODS) Reporting Solution implementation at Centennial College. As the Finance Department was the first in the College to use this product with COGNOS. We lead the way to many business process decisions for this reporting tool. One of goals for the project was to review existing and new Financial reporting needs of all the College's users as it related to the ODS product implementation. There was a need to replace our existing reporting systems as it was at its end of life. We also unveiled a Budget Holder Luminis Portal for users to access their reports remotely. A large number of users would also need to be trained during this time. How could we replace our old reporting system and create over 60 reports for internal and external users in the six-month time frame. These needs along with a project strategy enabled to use this tool throughout the College. Sub-topics covered will include: -History of Reporting Tools at Centennial -ODS Implementation -ODS Project Objectives -Local changes made to accommodate business needs -Business Intelligence Components and Report Authoring Process -Budget Holder Access and Portal -Query Studio Report Creation

Session Type: Presentation/Demonstration

1639: Payroll Processing From a Finance Point of View (1639)

Lead Instructor: James Klaiber
Lead Instructor's Organization: Datatel+SGHE

Description: If you "live" on the Finance side of the house, and are involved in payroll processing, you are probably most concerned with FOAPALs, feeds and posted detail. This session will cover the feed process from Banner HR to Banner Finance, and help you troubleshoot when the feed does not post in Finance. We will also provide an update on the new feature in HR to search for terminated FOAPALs, and finally we'll show you how to see the posted details in NHIDIST and in Finance Self Service.

Session Type: Presentation/Demonstration

1649: Research Management (BOF) (1649)

Lead Instructor: Barbara Doane
Lead Instructor's Organization: Datatel+SGHE

Description: Are you responsible for Research Management on your campus? Interested in learning how your colleagues are using Grants Billing, Effort Reporting or other components of Grants module in Banner Finance? Come to this session to learn and share best practices with your peers.

Session Type: Birds of a Feather (BOF) Discussion

1694: Rule Codes - The Guts of Banner Finance! (1694)

Lead Instructor: James Klaiber
Lead Instructor's Organization: Datatel+SGHE

Description: Rule Codes are the power behind Banner Finance transactions. Join us for an in depth look at rule codes, how they work and how they can be customized to meet your specific institutional processing needs.

Session Type: Presentation/Demonstration

1043: Student AR to Finance Interface and Feeds - Best Practice (1043)

Lead Instructor: Rose Most
Lead Instructor's Organization: Datatel+SGHE

Description: What are the critical links between AR and Finance? This session will review the best practices for setting up business processes and detail codes in AR, including the general ledger accounting strings needed to feed data to the appropriate accounts in Finance. Due to the critical nature of AR detail codes, a full review of configuration options will be presented. We will review the configuration of the accounting interface block, and the feed to Finance including the business processes that are necessary to ready the data for the feed to Finance. Join us for a review of the best practice on bank reconciliations and a high level review of the AR to Finance reconciliation.

Session Type: Presentation/Demonstration

1673: Three-Way Matching in Banner: Purchase Order, Receipt and Invoice (1673)

Lead Instructor: Grace Hill
Lead Instructor's Organization: Datatel+SGHE

Description: Three-way matching in Banner Finance allows you to properly match Purchase Orders, Reciepts and Invoices for payment. Join us for an overview of the matching process including the steps to implement, use and override the process.

Session Type: Presentation/Demonstration

1079: Using Multiple Charts to Facilitate Financial Reporting (1079)

Lead Instructor: Trevor Batters
Lead Instructor's Organization: University of Saskatchewan

Description: Preparation of GAAP compliant financial statements and research financial reporting often require transactions to be reported that are not always recorded where or when we need them in our financial systems. By using an additional chart you can record working paper, consolidation and adjusting entries in Banner without leaving your months open for extended periods of time. Using multiple charts has eliminated supplemental excel workbooks and an access database allowing us to produce consolidated financial statement information and research statements directly from the information in Banner. Capturing all working paper and adjusting entries in another chart has resulted in more robust financial reporting.

Session Type: Presentation/Demonstration

1106: Using the Research Accounting Module for Grants and Capital Projects (1106)

Lead Instructor: Donna Yellen
Lead Instructor's Organization: Lafayette College

Description: Learn how a small liberal arts college implemented the Research Accounting Module to track grants and capital projects over multi fiscal years. This involved taking existing grants through the grant rebuild process, setting up and utilizing multi-year encumbering, and improving the accuracy of reporting salary and fringes on grants.

Session Type: Presentation/Demonstration

1535: Vendor Processes and 1099 Processing (1535)

Lead Instructor: Allison Belton
Lead Instructor's Organization: Wake Forest University

Description: Having a robust vendor setup process may not be music to the ears of many, but it definitely can make the payment and 1099 processing lifecycle in Accounts Payable hum a sweet tune. This presentation will focus on Wake Forest University's internal processes and toolset (Banner, FormFusion, and Cognos reporting) for vendor set up and 1099 processing for multiple charts of accounts. The vendor setup discussion will include reviewing OFAC (Office of Foreign Asset Control) lists, SDN (Specially Designated National) lists, TIN matching, and determining independent contractor status versus employee status. The 1099 processing discussion will cover the steps needed to successfully create 1099s in a multi-chart environment and describe the reports used to ensure a clean set of 1099 data. This session is intended for any school that wants to benchmark or learn how another institution handles these processes.

Session Type: Presentation/Demonstration

1185: What's New in Banner Finance? (1185)

Lead Instructor: Andrew Unger
Lead Instructor's Organization: Datatel+SGHE

Description: Join us for an overview of the features and enhancements available to you since Banner 8.4 was released. Curious about the Community Source Initiative? We will show you exciting new enhancements in both Banner Finance 8.5 and 8.6 that come to you through the Community Source Initiative.

Session Type: Presentation/Demonstration

Banner Travel and Expense Management

1721: Customizing Your Travel and Expense Workflow (HOT) (1721)

Lead Instructor: Carolyn Clark
Lead Instructor's Organization: Datatel+SGHE

Description: Learn strategies for customizing the workflow model for your Travel and Expense Module implementation. We will discuss options for automatically calculating adhoc approvers to ensure that TEM documents follow a prescribe path. This will be a technical session geared toward experienced workflow developers.

Session Type: HOT Topics

1684: Putting Per Diem Management In Practice (HOT) (1684)

Lead Instructor: Denise McGarry
Lead Instructor's Organization: Datatel+SGHE

Description: Join us for a hands on training (HOT) session to learn how you can upload Per Diem Rate data, create and modify business rules, and take advantage of the new Per Diem Management functionality all within Travel and Expense Management 8.5.

Session Type: HOT Topics

1686: Travel and Expense Management - A Journey Through 8.4 (1686)

Lead Instructor: Mark Swanson
Lead Instructor's Organization: Datatel+SGHE

Description: Are you interested in streamlining your travel expense reimbursement process on campus? Are you tired of the paper and long wait to receive payment? Perhaps you are excited about Per Diem Management recently released in 8.5 and want to learn more about what Travel and Expense Management can do for you. Join us for a overview of the functionality introduced with each release of Travel and Expense Management through 8.4

Session Type: Presentation/Demonstration

1186: What's New in Banner Travel and Expense Management 8.5 (1186)

Lead Instructor: Denise McGarry
Lead Instructor's Organization: Datatel+SGHE

Description: Join us for an overview of the Per Diem Management functionality now available in Banner Travel and Expense Management. Flexible and configurable is the name of the game for the latest release of Banner Travel and Expense Management. Learn about our new business rules engine and the ways you can configure the system to meet your needs.

Session Type: Presentation/Demonstration

PayNetExchange for Banner Finance

1187: Checks, ACH, Wires, Virtual Card - We Offer It All! (1187)

Lead Instructor: Barbara Doane
Lead Instructor's Organization: Datatel+SGHE

Description: Let us show you how PayNetExchange for Banner Finance can turn your costly paper based invoice payment process into a revenue generating operation all with seamless integration with Banner Finance! We offer multiple ways to pay your vendors and provide a sleek vendor self service portal so your vendors can become self sufficient freeing your Accounts Payable staff to focus on more important tasks. Join us to learn how this solution can pay you back!

Session Type: Presentation/Demonstration

1206: PayNetExchange for Banner Finance - Check It Out! (1206)

Lead Instructor: Barbara Doane
Lead Instructor's Organization: Datatel+SGHE

Description: Join us for a demonstration of PayNetExchange for Banner Finance. We will show you the Administrative portal your AP staff will use to manage your payable information as well as the Vendor portal your vendors will use to retrieve and verify payment. We will show you the latest enhancements to PayNetExchange and discuss what's to come in the future.

Session Type: Presentation/Demonstration

SciQuest, Inc.

1235: Winning the Dollar War with Collaborative eProcurement (1235)

Lead Instructor: Terry Lastinger
Lead Instructor's Organization: Tulsa Community College

Description: The recent Delta Cost Project findings highlighted that relative funding for two-year institutions has decreased despite unprecedented enrollment growth. Tulsa Community College recognized that it had to innovate to reduce operating expenses and streamline operations. In the war of dollars, the purchasing department was on the front lines. Beyond just managing spend, it had to deliver hard dollar savings. Tulsas procurement team knew that they needed to find the right eProcurement system, but could they find one to solve the specific purchasing woes of a community college system? This presentation by Tulsa Community Colleges Terry Lastinger details the schools challenges and solutions as they worked to solve crucial issues. Terry will highlight the benefits of collaboration and SciQuests Consortium efforts. He will also show that the future of eProcurement at Tulsa Community College involves increased strategic sourcing and catalogs that promote co-op purchasing. This presentation-style session is useful for both new and experienced users.

Session Type: Presentation/Demonstration

Human Capital Management

Banner Employee Self-Service

1150: Building a Total Comp Statement in ESS from Start to Finish - A Success Story (1150)

Lead Instructor: Stephanie Fournier
Lead Instructor's Organization: Lansing Community College

Description: This session focuses on the collaboration between HR and IT at Lansing Community College to successfully launch a dynamic total compensation statement in Banner Employee Self-Service, designed with statement configuration tools for HR. We will touch on the project life cycle including project initiation, planning, monitoring, executing, and closing. Highlights include requirement building, design, development, flexible solution, launch strategy, and results. This session is intended for both functional and technical audiences supporting HR.

Session Type: Presentation/Demonstration

1104: Enhanced Employee Self-Service Pay Stub (1104)

Lead Instructor: Shelley Sherwin
Lead Instructor's Organization: Kent State University

Description: This session is a review of the set up and details for the Enhanced Employee Self-Service Pay Stub released in the Banner Human Resources 8.6 as part of the Community Source Initiative (CSI). The enhancements are a combination of a collaboration from the Human Resources Module Group from OBUG*C (Ohio Banner Users Group), CSI, as well as customer feedback from Summit 2011, webinars and RPE submissions.

Session Type: Presentation/Demonstration

1349: Implementing New Hire/Life Events in Employee Self-Service (1349)

Lead Instructor: Judy Cushman
Lead Instructor's Organization: Datatel+SGHE

Description: In Banner HR and Employee Self-Service 8.4, new functionality was introduced for the ability for your new hires to enroll in benefits when starting their employment, as well as the ability for current employees to update their benefits if they had a significant life event. In this session, information on how to set up the new functionality, along with things to consider during implementation will be discussed.

Session Type: Presentation/Demonstration

1411: Introduction to Salary Planner (1411)

Lead Instructor: Julie Monfette
Lead Instructor's Organization: Datatel+SGHE

Description: If you want to learn more about using the Salary Planner module in Employee Self-Service, this session is for you! You'll hear how to set up and manage salary and position budget changes for a fiscal year via Salary Planner, along with tips and tricks for how to use the module year round for other types of salary and budget changes you may need to make.

Session Type: Presentation/Demonstration

1472: Paperless Effort Certification for Research Institutions (1472)

Lead Instructor: Julie Monfette
Lead Instructor's Organization: Datatel+SGHE

Description: Research institutions in the United States have compliance regulations placed on them when working on grant funded projects. One of those compliance steps is having individuals that worked on a specific grant, certify the effort performed against the grant as per A-21 regulations. In this session, you'll hear how the Effort Reporting module in Employee Self-Service can be set up via rules in Banner HR and Banner Finance, and used to move your employees to an electronic system to certify their effort, cutting down on the paper shuffle and placing accountability on the right individuals for certification. Included in this session will be an overview of the various rules you would set up for what displays on the effort report, for your defined certification period, along with how you can create queues for the certification and review of the reports. Additionally, you'll see what the end result looks like for your certifiers in self-service.

Session Type: Presentation/Demonstration

Banner Human Resources

1013: Auditing Your HR Data (1013)

Lead Instructor: Betty Reece
Lead Instructor's Organization: Rose-Hulman Institute of Technology

Description: This presentation will cover audits for Human Resources, Payroll, Benefits and some that audit against the Financial Aid information that are used at Rose-Hulman Institute of Technology. Some audits are run on a regular basis to ensure the integrity of our data while others are run during the payroll process to ensure that the payrolls will run smoothly and with accuracy. In addition, we also audit the Benefits data to ensure that employees are set up correctly and any changes are properly reflected in the system. Additional audits ensure that our Student Payroll for Work Study and Work Opportunity Students stays in sync with the Financial Aid tables. In our institution we have the necessity to change the FOAPAL once the student uses all their Work Study or Work Opportunity funding. We rely on our audits to be sure we have charged the correct FOAPAL.

Session Type: Presentation/Demonstration

1574: Banner HR Bridge the Gap: Be the Funkie-Tech! (1574)

Lead Instructor: Dawn Watkins
Lead Instructor's Organization: Montana State University

Description: Are you in a functional role at your institution, but you love all things techie? In this session, whether youve just started your implementation or youre already live, youll look at ways to bridge the gap and blend the best of both worlds functional and technical to improve your processes and keep them moving in the right direction. Learn how to meld the understanding of the needs on the functional side and the system on the technical side to be a better problem solver. Youll leave with methods any Funkie-Tech can use to develop collaborative relationships between Human Resources and IT, build a teamwork atmosphere and accomplish work goals.

Session Type: Presentation/Demonstration

1337: Banner HR "Year In Review": Misc. Enhancements Overview (1337)

Lead Instructor: Pam Leichliter
Lead Instructor's Organization: Datatel+SGHE

Description: Want to hear about all of the cool new features that were delivered in Banner HR 8.6 that came out in October 2011? What about hearing what is coming at the end of March 2012 in the Banner HR 8.7 release? Join us for an overview of RPEs and Community Source Initiative enhancements delivered in these releases!

Session Type: Presentation/Demonstration

1284: Banner HR Kickoff (1284)

Lead Instructor: Laura Weathersby
Lead Instructor's Organization: Datatel+SGHE

Description: Please join your SunGard Higher Education Product Management team for Banner HR and Talent Management solution highlights from 2011 and 2012.

Session Type: Presentation/Demonstration

1207: Collaboration and Engagement with Your HR Product and Datatel+SGHE (1207)

Lead Instructor: Ali Penton
Lead Instructor's Organization: University of West Florida

Description: Join us for an informative session where you will learn about tools, services and resources available to you so you can further collaborate and engage with your Banner HR peers and SunGard Higher Education. You will learn about tools available to you and when to use which one to resolve your day-to-day challenges or plan for long term projects. In particular you will learn how to be engaged in a collaborative way using: * the Banner Commons and various communities * the SunGard Higher Education Customer Support Center * Innovation Webinars * Community Source Initiative * Community Source Code Repository * SunGard Summit and regional conferences * the Customer Advisory Board and more ... Today, more than ever, there are collaborative tools available to you to be engaged with your peers and really shape the future of the Human Capital Management products. Led by members from the Banner HR Customer Advisory Board, the Community Source Initiative, and SGHE, our goal for you is to walk away with a better understanding of what resources are available to you in the HR community. Join us and learn how!

Session Type: Presentation/Demonstration

1350: Creating Paperless Processes for the Entire Employee Life Cycle (1350)

Lead Instructor: Steven Sullivan
Lead Instructor's Organization: Datatel+SGHE

Description: This presentation will focus on real-world examples of business processes developed by customers that integrate various technologies with a goal of eliminating paper files in the HR and Payroll offices. Examples will include the use of EPAFs, electronic time and leave collection, the Banner Document Management Suite (BDMS), Workflow, and other technologies.

Session Type: Presentation/Demonstration

1068: Decisions From Which All Smooth HR/Payrolls Flow (1068)

Lead Instructor: Evelyn Lovitz
Lead Instructor's Organization: Drexel University

Description: Two of the most critical tables for the ideal working of HR and Payroll are the Employee Class Rule Form (PTRECLS) and the Benefit/Deduction Rule Form (PTRBDCA). If a complete analysis is done on each of these before entering any data, you will be on your way to a smoothly running system. And, your understanding of Banner HR/Payroll will be greatly enhanced! PTRECLS is the cornerstone of the HR/payroll module of Banner and there is a set of decisions that need to be made before entering any data into Banner HR/payroll. This presentation will flowchart the paths that are created every time a question about employees is asked and answered--e.g., How are employees paid; hourly or salaried?--and how to reflect that on PTRECLS. Additionally, this session will discuss what needs to be considered before entering a new benefit/deduction on PTRBDCA or if changing an existing code on PTRBDCA. Each option and field will be discussed and explained in relation to how it impacts Payroll. Led by Drexel University, this session is for any new customer or any current customer looking to revamp your employee classes and/or benefit/deduction codes!

Session Type: Presentation/Demonstration

1413: Deferred Pay 101 (1413)

Lead Instructor: Suzanne Schuelke
Lead Instructor's Organization: Datatel+SGHE

Description: Led by both a Banner HR and Banner Finance consultant, the session will focus on how deferred pay is set up in Banner HR and posted to Banner Finance. Adjustments, labor redistributions, and termination of jobs prior to the deferred pay cycle ending would be explained. They will also focus on what it looks like if a faculty member has multiple deferred pay jobs and a deferred pay job with a 'regular' job. Join us to learn more about deferred pay!

Session Type: Presentation/Demonstration

1869: Demystifying Time Entry Roles & Actions (1869)

Lead Instructor: Rebecca McNaught
Lead Instructor's Organization: University of Illinois

Description: Have you ever wondered what action an approver can take on a timesheet after the pay period is closed or what a Superuser can do with a timesheet that has not been started when the pay period is open? Those questions plus many more will be answered during this session led by the University of Illinois. This session will walk you through what actions are available to each time entry role, in both Web & Department Time Entry, based on timesheet status and if the pay period is open or closed.

Session Type: Presentation/Demonstration

1405: Effort Reporting and Labor Redistribution - Git-R-Done (1405)

Lead Instructor: Lee Anne Hoppe
Lead Instructor's Organization: Virginia Tech

Description: Virginia Tech has been in production with Employee Self-Service Labor Redistributions for over two years and hope to be paralleling Self Service Effort Reports in the Spring of 2012. Both have presented victories and challenges which will be covered in this session. This session will not include an overview of every rule and validation form, but will discuss some of the forms where you have to make decisions that set your direction. Examples will be shared with how Virginia Tech set our direction to make the rules work for us. Additionally, some of the 'gotchas' in Labor Redistributions will be shared, along with a modification we made that helps our 400+ users determine the correct percentage splits for those mid-pay period labor redistributions.

Session Type: Presentation/Demonstration

1378: ePAF and Workflow: Streamline and Notify (1378)

Lead Instructor: Joy Hayward
Lead Instructor's Organization: St. Louis Community College

Description: ePAFS (Electronic Personnel Action Forms) can be used to streamline HR processes and decentralize data entry. ePAFs may require multiple approvals and Workflow can help notify each approver of what action is needed. In this session, St. Louis Community College, will provide an overview of ePAFs and how to create them, as well as an overview of Workflow. The discussion will also include how ePAFs and Workflow can be used together for greater efficiency.

Session Type: Presentation/Demonstration

1478: Get FLAC'ing! (1478)

Lead Instructor: Judy Cushman
Lead Instructor's Organization: Datatel+SGHE

Description: In this presentation, you'll learn about how to set up and utilize the Banner Faculty Load and Compensation (FLAC) module to help in paying your adjuncts, part-timers, and full time faculty on time and with the right compensation. Using the faculty course information in Banner Student, coupled with your compensation rules, you'll see how the job record gets created in Banner HR for timely payroll processing and how your faculty members can view their resulting compensation online. In no time at all, you'll be FLAC'ing!

Session Type: Presentation/Demonstration

1926: Happy Fiscal New Year! Fiscal year end basics for Banner HR and Finance (1926)

Lead Instructor: Rose Flavin
Lead Instructor's Organization: Drexel University

Description: A review of fiscal year end basics as they relate to Banner HR and Finance. Including preparation steps, Banner system set up, required timing, the year end roll and some best practices that we have learned a long the way.

Session Type: Presentation/Demonstration

1005: Health & Safety Administration from Start to Finish (1005)

Lead Instructor: Sheli Senecal
Lead Instructor's Organization: Smith College

Description: Does workers compensation administration and OSHA reporting have you ready for your own medical leave? The Health & Safety module in Banner can help you streamline your processes, track your worker compensation cases, not only be incident but also by person, and can produce that all important OSHA 300 log. This presentation will focus on the setup of the Health & Safety module, Smith Colleges procedures for tracking workers compensation cases and the required procedures necessary for tracking OSHA reportable cases for the OSHA 300 log.

Session Type: Presentation/Demonstration

1568: HR Community Source - A Year in Review (1568)

Lead Instructor: Judy Duff
Lead Instructor's Organization: University of Oregon System

Description: It has been an unprecedented year for the HR Community Source team. This presentation will focus on providing a review of 2011, give a summary of the mods that successfully moved to production, highlight the mods in the various queues, and discuss the plans for the upcoming year.

Session Type: Presentation/Demonstration

1285: Human Capital Management Community Networking (BOF) (1285)

Lead Instructor: Laura Weathersby
Lead Instructor's Organization: Datatel+SGHE

Description: Come network with your Banner HR peers and representatives from SunGard Higher Education focused for this hour! You'll have a chance to connect and meet with other fellow conference goer's attending sessions in the Human Capital Management track.

Session Type: Birds of a Feather (BOF) Discussion

1587: Leaders Create the Future (1587)

Lead Instructor: Andy Brantley
Lead Instructor's Organization: College and University Professional Association for Human Resources (CUPA-HR)

Description: Social scientist Bob Johansen says that we live in a VUCA worlda world characterized by volatility, uncertainty, complexity and ambiguity. Dr Clayton Christensen of the Harvard Business School challenges established organizations to create disruptive innovation or risk obsolescence. A recent leadership study encourages us to radically adapt our workplaces to prepare for a world where traditional workplace hierarchies are increasingly irrelevant and inefficient. What does all this mean for higher education and what must we, as leaders, do to anticipate and respond to a volatile, uncertain, complex and ambiguous world that requires disruptive innovation and a very different approach to campus leadership? Learning objectives: Understanding of what a VUCA world is and how higher education is impacted. Understanding of the concept of disruptive innovation and implications for different types of higher education institutions and for core areas of campus expertise. Understanding of radically shifting demographics, a radically shifting workplace and how we should manage an increasingly diverse, global workforce as demand for key talent intensifies.

Session Type: Presentation/Demonstration

1371: Let's Talk about ePAFs! (1371)

Lead Instructor: Karen Langtry
Lead Instructor's Organization: Johnson County Community College

Description: This session will be a panel discussion about ePAFs (Electronic Personnel Action Forms). ePAFs can be used to streamline HR data entry and decentralize HR transactions. Members of the Banner HR Customer Advisory Board will share their ePAF experiences, including using INB or Self-Service; ePAFs internal to HR and those with customer entry; and how to get started.

Session Type: Panel

1468: Managing Your Position Classes (1468)

Lead Instructor: Julie Monfette
Lead Instructor's Organization: Datatel+SGHE

Description: In this session, you'll get a primer of basic Position Class functionality, plus how to retire Position Classes, manage special classes, perform annual review of the set up to ensure they roll to the new Salary Groups, and other maintenance tasks. The session will include methods for Reclassification of employees and positions. New and mature Banner users will benefit from this soup to nuts review with ideas to incorporate your institutions classification policies.

Session Type: Presentation/Demonstration

1744: Moving HR from Transactional to Strategic (1744)

Lead Instructor: Mark Sonntag
Lead Instructor's Organization: Datatel+SGHE

Description: Learn how SunGard Higher Education has worked with customers to support them in revitalizing their HR functions, through a strategic review of people, process, and technology that produces a roadmap for helping the organization in making human resources a strategic function in the organization.

Session Type: Presentation/Demonstration

1558: Revitalizing Banner HR - It Works! (1558)

Lead Instructor: Cheri Murphy
Lead Instructor's Organization: Old Dominion University

Description: Since Old Dominion University implemented Banner in 1998, much has changed: Banner, technology, the times, and ODU itself. Over these years, while we had taken advantage of new technology and implemented each new release, there had been no comprehensive coordinated effort across all modules to review and implement new features. In 2011, with the goal of simplifying our processes, reducing paper, and increasing efficiency, while staying within Banner baseline as much as possible, we embarked on an extensive Banner Process Review. In conjunction with SunGard Higher Education, we reviewed our use of Banner, Workflow, ePrint, and Banner Document Imaging to find the best practices for us. In this presentation ODU and our SunGard consultant will share our experience with this process, beginning with Business Process Modeling and moving on to practical solutions both easy and complex. Hear about our methodology, "quick wins", process scoping and tracking, and procedures for implementing more complex projects. Guided by our SunGard consultant and with cooperation across HR, Payroll and IT, we are well on our way to reaching our goals. Come hear about how we started, what we have achieved, what work is left to do and how this may apply to you!

Session Type: Presentation/Demonstration

1575: Talent + Effort = Strengths (1575)

Lead Instructor: Keith Krieger
Lead Instructor's Organization: Johnson County Community College

Description: Do you have the opportunity to do what you do best every day? Are your natural talents untapped? From the cradle to the cubicle, we devote more time to fixing our shortcomings than developing our strengths. Studies indicate that people who do have the opportunity to focus on their strengths are six times as likely to be engaged in their jobs and more than three times likely to report having an excellent quality of life in general. This interactive session will provide you a glimpse of what over 200 students, faculty and several workgroups on campus have already learned through the Strengths assessment and training sessions.

Session Type: Presentation/Demonstration

1245: The EPAF Journey: Beginning to End (1245)

Lead Instructor: Debbie Wooddell
Lead Instructor's Organization: University of Memphis

Description: Setting up and using EPAFs can be a daunting task. Join us for this insightful session in which the entire EPAF journey is mapped, from the initial setup to the final approval. This session will cover determining your school's needs, building the EPAF itself, training your departments on using them, and even enabling automatic e-mail notifications for improved communication. This session is a must-attend for anyone interested in beginning to use EPAFs.

Session Type: Presentation/Demonstration

1923: The Reality of Process Revitalization (1923)

Lead Instructor: Louise Smith
Lead Instructor's Organization: Dalhousie University

Description: To develop outstanding Human Resources is the strategic focus for Dalhousie University that is driving a multi-phased HR Revitalization initiative. We have worked with the SunGard Higher Education Professional Services to define our vision and a road map to achieve that vision through process improvements and performance management. The first step in this exciting journey was to re-implement the Banner Faculty Administration module (sure we implemented it 10 years ago but who knew a few fields would not satisfy the ever expanding demands on the business of Human Resource management matures?). We needed to build a solid record base to sustain the automation and meet the goals of our future state. This presentation will provide an overview of our revitalization strategy and then a dive into the excitement of the first project: - No pressure, but this project has to be a full out winner or the whole revitalization dream will fizzle - Re-implement a module and switch ownership from payroll to Academic Staff Relations - What do you mean Banner can be more efficient than our card system? As the Project Manager, I tap into my passion for process improvement and actually live my mantra clear the kludge!

Session Type: Presentation/Demonstration

1145: The Theory and Application of Position Control (1145)

Lead Instructor: Stefanie Harrison Boyles
Lead Instructor's Organization: Oberlin College

Description: Have you often wondered how other schools manage their position "control"? Are you struggling with what position control is and how you use it? Then this session is for you! Oberlin College will delve into the functionality and basic design of Position Control as well as understand the significant role it plays in daily activities for Human Resources and the impact it has on Finance. We will look at best practices at Oberlin College who re-invented their positions and processes to better manage and budget positions. Users will learn how to effectively build positions and how to successfully administer positions in Banner HR that will seamlessly work across departments. As an added bonus, we will share simple reports that can help manage, maintain and analyze positions, jobs and employees for various reporting needs.

Session Type: Presentation/Demonstration

1265: To FLAC or Not To FLAC (1265)

Lead Instructor: Christopher Stanley
Lead Instructor's Organization: Datatel+SGHE

Description: You may have heard about the Banner Faculty Load and Compensation (FLAC) module that allows for the integrated management of faculty load assignments and faculty compensation. You may be asking, what is FLAC? Would FLAC help our institution? Would our institution be able to implement FLAC? How could our institution organize a FLAC project? During this presentation we will provide answers to these questions and many more. Last year, Wilkes University successfully completed and launched a FLAC pilot program. During the project we learned a great deal about FLAC and its business processes. In this presentation, we will provide an overview of the FLAC module and its integration with other Banner modules. We will also focus on key implementation issues, policies, strategies, and lessons learned from our own pilot program.

Session Type: Presentation/Demonstration

1407: Tracking FMLA Requests and Leaves of Absence in Banner (1407)

Lead Instructor: Steven Sullivan
Lead Instructor's Organization: Datatel+SGHE

Description: Participants in this presentation will learn how to configure and use the FMLA tracking requests in Banner HR, including the various enhancements that have been made to the PEAFMLA form to enable more accurate eligibility calculations and automated load of payroll records.

Session Type: Presentation/Demonstration

2222: U.S. IPEDS Winter Data Collection Reporting (BOF) (2222)

Lead Instructor: Pam Leichliter
Lead Instructor's Organization: Datatel+SGHE

Description: The NCES is instituting changes to the HR IPEDS report for Winter Data Collection in 2012. Please join us to discuss together what those changes entail, the impact on the Banner HR product, and proposed releases to address the changes.

Session Type: Birds of a Feather (BOF) Discussion

1476: Understanding Self-Service Labor Redistributions (1476)

Lead Instructor: Steven Sullivan
Lead Instructor's Organization: Datatel+SGHE

Description: Have you heard about the Employee Self-Service Labor Redistribution functionality but aren't quite sure how it works? In this session, you'll learn more about the functionality available to you, including the rules required to set it up and to create queues for the entry and approval of labor changes. You'll also see how the end user functionality looks like in self-service when processing a labor change.

Session Type: Presentation/Demonstration

1142: Web Time Entry for Student Employees (1142)

Lead Instructor: Rachel Babin
Lead Instructor's Organization: Nicholls State University

Description: Nicholls State University has successfully implemented Web Time Entry for our student employees using Banner Human Resources 8.x and Banner Employee Self-Service 8.x. This presentation will begin by reviewing our transition from paper time sheets to Web Time Entry which will include the required forms, our business decisions during this process, and our implementation schedule. Then we will look at how to trouble shoot with employee access issues and supervisor approval problems. Lastly, we will discuss reports and processes that should be run before and at the beginning of the payroll process. We did not make any modifications to Banner forms or reports for this implementation. Your university can successfully transition to web time entry making your office more efficient, and your student employees and supervisors happy!

Session Type: Presentation/Demonstration

Banner Position Control

1925: Ready Set Reconcile!!! (1925)

Lead Instructor: Jacqueline Robinson
Lead Instructor's Organization: Wright State University

Description: Having problems reconciling personnel? Are you tired of flipping from NBIPINC, NBAPBUD and NBIPORG? At Wright State University we have created a new form WNBORGN, which combines NBIPINC/NBAPBUD/NBIPORG. This form will help you in looking up personnel information all in one form. Along with this form, we have also created a COGNOS Report that combines NBAJOBS, NBAPBUD, and actual dollars from Finance related to personnel. The combination of these tools has helped our Finance officers reconcile their personnel budgets. During this presentation we will demonstrate our new form WNBORGN and show the details of our COGNOS Personnel Budget Report.

Session Type: Presentation/Demonstration

Talent Management Suite

1980: An Early Adopters Tale : Laying the Cornerstone (1980)

Lead Instructor: Rose Flavin
Lead Instructor's Organization: Drexel University

Description: Our implementation of the Banner Integration with the Cornerstone Performance Management Suite. Higlights and lessons learned.

Session Type: Presentation/Demonstration

1326: Talent Management: Introducing the Recruiting Cloud (1326)

Lead Instructor: Laura Weathersby
Lead Instructor's Organization: Datatel+SGHE

Description: A year ago, SunGard Higher Education introduced its Talent Management Suite. We're happy to share that this year we now also have an employee recruiting/applicant tracking module available to you as part of that suite. If you want to learn more about the Recruiting Cloud solution, this session is for you!

Session Type: Presentation/Demonstration

1328: Talent Management: Learn more about Learning Management (1328)

Lead Instructor: Leona Maddox
Lead Instructor's Organization: Datatel+SGHE

Description: Come to this session to learn more about the Learning Management module in our Talent Management Suite!

Session Type: Presentation/Demonstration

1330: Talent Management: Performance Management and Succession Planning (1330)

Lead Instructor: Lori McInnes
Lead Instructor's Organization: Datatel+SGHE

Description: In this session, you’ll see the Performance Management and Succession Planning modules of the Talent Management Suite in action. Join us for a demonstration of how these modules can help you successfully manage performance reviews, along with how to plan for the future with succession plans.

Session Type: Presentation/Demonstration

1331: Talent Management: What is Your Strategy? (1331)

Lead Instructor: Laura Weathersby
Lead Instructor's Organization: Datatel+SGHE

Description: Hearing a lot about Talent Management, but not sure where to begin on campus to move a Talent Management strategy forward? In this session, you'll hear how to approach a Talent Management strategy for your institution.

Session Type: Presentation/Demonstration

Mobile, Portal, Content and Process Management

Banner Document Management Suite

1192: Accessing BDMS Documents using Self-Service Banner (1192)

Lead Instructor: Corren McCoy
Lead Instructor's Organization: Regent University

Description: The Banner Document Management Suite (BDMS) provides Self-Service Banner (SSB) integration that allows you to configure SSB to use BDMS packages that provide links to ApplicationXtender to query and view documents using a web interface. This session demonstrates how Regent University implemented the basic feature using custom WebTailor packages then further enhanced the functionality to include cross application queries which allow the user to search for documents across multiple BDMS applications. Our implementation also includes enhanced table-driven security which ensures users are assigned the required security roles necessary to access scanned documents.

Session Type: Presentation/Demonstration

2182: Banner Document Management Suite (BOF) (2182)

Lead Instructor: Mike LaFortune
Lead Instructor's Organization: Datatel+SGHE

Description: Come join your peers to discuss tips, tricks, and traps to avoid when deploying Banner Document Management Suite (BDMS). This Birds of a Feather session will focus on functional areas of document management and imaging, with a functional emphasis on how to best satisfy user needs. SunGard staff will be on hand to facilitate discussion, answer questions, and take feedback on SunGard products, services, support, and ideas for improvement.

Session Type: Birds of a Feather (BOF) Discussion

1911: BDMS - Administration (BOF) (1911)

Lead Instructor: Diane Thaxton
Lead Instructor's Organization: Auburn University

Description: This session is a Birds of a Feather (BOF) for BDMS Administrators. The session will be geared more to the challenges of Administering BDMS with limited resources.

Session Type: Birds of a Feather (BOF) Discussion

1796: BDMS - Everything You Should Know, But Are Afraid to Ask! (1796)

Lead Instructor: Diane Thaxton
Lead Instructor's Organization: Auburn University

Description: This session will explore three topics: 1) What documents are we/can we image?, 2) What is Reports Manager and what can it do for my institution?, 3) What I wish I had known before setting up BDMS? Auburn University has been using BDMS for over 7 years. We began small with four areas and now have deployed across all of campus and have a presence in almost every college or school. The deployment of Reports Manager in the last couple of years has saved an enormous amount of time and money by the departments that are using it. Lastly we will go over some unexpected results of our deployment - things we wish we had known before implementation. This session is useful for novice as well as seasoned veterans of BDMS.

Session Type: Presentation/Demonstration

1262: BDMS 101 - An Introduction to Banner Document Management Suite (1262)

Lead Instructor: Mike Humphreys
Lead Instructor's Organization: Datatel+SGHE

Description: This session will provide an overview of the features and functionality the Banner Document Management Suite (BDMS). During this presentation, the participants will see multiple methods of document capture including scanning, import, etc, As well, the integration to Banner, including INB, SSB and Horizon will be presented. This session is designed for persons, both functional and technical, who do not currently use the BDMS solution. There may be some features that current users may not be aware of.

Session Type: Presentation/Demonstration

2184: BDMS Advanced Technical - Beyond the Basics (2184)

Lead Instructor: Louis Chen
Lead Instructor's Organization: Datatel+SGHE

Description: This session will present technical concepts that are helpful for technical staff and BDMS users with deeper technical experience. Time permitting, topics covered will include customizing Banner integration with EFKCUST, AX Web Services for custom development, SSB integration, and database cloning. This session is useful for technical staff and users who understand the basics of BDMS and are ready for more fun and challenge. Time may also be allotted for customers who want to share their own experiences and achievements.

Session Type: Presentation/Demonstration

2187: BDMS Document Capture - A Range of Choices (2187)

Lead Instructor: Mike LaFortune
Lead Instructor's Organization: Datatel+SGHE

Description: This session will present a variety of options for capturing documents into Banner Document Management Suite, including manual and automated scanning, output capture, fax receipt, and mobile capture. We will discuss BDMS product and feature options such as QuickScan Pro, AX Reports Management, Captiva InputAccel, and Index Image Import.

Session Type: Presentation/Demonstration

2181: BDMS Product Kickoff (2181)

Lead Instructor: Mike LaFortune
Lead Instructor's Organization: Datatel+SGHE

Description: Come learn whats new with Banner Document Management Suite and whats on the horizon. This session will provide updates on recent and coming product releases and allow attendees to interact with SunGard people responsible for document management, imaging, and processing products.

Session Type: Presentation/Demonstration

2183: BDMS Technical Fundamentals for Novices (2183)

Lead Instructor: Louis Chen
Lead Instructor's Organization: Datatel+SGHE

Description: This session will provide a technical overview of the architecture, database, and administration of Banner Document Management Suite (BDMS). Attendees will learn the various standard and optional components of BDMS, their uses, requirements, and administration, and where to find key information. This session is useful for anyone wanting a basic technical understanding of BDMS and early knowledge of tips, tricks, and traps helpful for a new BDMS admin.

Session Type: Presentation/Demonstration

1872: Custom Integrations and Online Forms with BDMS (1872)

Lead Instructor: Nikel Morancie
Lead Instructor's Organization: University of South Florida

Description: A common question is, can BDMS be used in the absence of banner? The simple answer is yes. BDMS can be used with any supported database. In addition, integration similar to BANNER can be achieved. The first part of this presentation will address building a customized application, implementing data synchronization (BDMS and the non-Banner Database) as well as using the powerful wxcrypto tool to integrate the third party application with BDMS. Another common question is, can BDMS capture and index online forms? Again, yes. The second part of this presentation will discuss how to build web services to automatically capture and index online Forms, accessible only to a selected population, from a secure location(behind Self Service). This application can be utilized by any BDMS Application (Seed/Customized).

Session Type: Presentation/Demonstration

2185: Document Retention Management (2185)

Lead Instructor: Mike LaFortune
Lead Instructor's Organization: Datatel+SGHE

Description: Come learn about Document Retention Management, a new option for Banner Document Management Suite (BDMS) based on the AX Retention Manager module. We will provide an overview of document retention concepts, policy development, system and rules administration, legal holds, and document disposition.

Session Type: Presentation/Demonstration

2095: Implementing BDMS in the Financial Aid Office (2095)

Lead Instructor: Kerri McCann
Lead Instructor's Organization: St. Louis Community College

Description: Today, more and more institutions are considering the benefits going paperless. However, careful consideration is needed to ensure that a paperless environment will become faster, easier, and more efficient. This presentation will focus on the planning stages necessary for implementing Banner Document Management Suite (BDMS) in the Financial Aid Office. The presentation will begin with an introduction to the Banner Document Management Suite product, how it integrates with banner, and an explanation of BDMS terminology. It will continue with a step by step approach to configuring BDMS to store and retrieve financial aid documents. The presentation will conclude with a discussion of important considerations and decisions that will need to be made during the implementation process. This session is recommended for anyone planning to convert their department into a paperless environment, and it is especially recommended for schools who are considering BDMS as their document management system.

Session Type: Presentation/Demonstration

1334: On the Path to Paperless Admissions (1334)

Lead Instructor: Carolina Figueroa
Lead Instructor's Organization: George Mason University

Description: In the last 6 years, George Mason University has seen the number of its undergraduate applications increase exponentially. At the same time, the need to quickly process an application and communicate a decision to an applicant has become critical in the competition for high profile students. With a slow economy resulting in budget cuts and limited personnel resources, the Office of Admissions turned to technology integration and process automation to get on the path to 100% paperless admissions. Mason implemented Document Management along with Workflow and Electronic Transcript Receipt capabilities. This has enabled Mason to quickly image almost 250,000 admissions documents per year, process over 40,000 applications, and receive over 10,000 transcripts electronically without adding additional staff. Most importantly, Mason has been able to successfully compete for high profile students demonstrated by a 0.2 jump in the average GPA of incoming freshmen over the last 6 years. This session covers the approach Mason took to achieve paperless admissions. It will cover business process changes, system infrastructure from a functional perspective, lessons learned on this path, and current efforts to process high school electronic transcripts. This session is geared to senior admissions staff including deans, directors, operations managers, and senior technologists.

Session Type: Presentation/Demonstration

1895: Paperless and Loving It! BDMS for Operational Efficiency (1895)

Lead Instructor: Robin Armstrong
Lead Instructor's Organization: East Carolina University

Description: This session will discuss how BDMS Xtender contributed to improved operational efficiency and staff morale for the undergraduate and graduate admissions offices at our university. We will also discuss how it created opportunities for collaboration with additional offices across campus such as Registrar, Cashier, and Financial Aid. As application materials arrive, they are scanned and indexed into Xtender which makes them part of the official record for the student. The documents are then accessible by offices across campus for use in decision making. This reduces phone calls and information requests in our offices and allows for a more efficient use of time.

Session Type: Presentation/Demonstration

1882: Pragmatic BDMS Administration (1882)

Lead Instructor: Kevin Vaughn
Lead Instructor's Organization: Texas Tech University System

Description: Ever wonder what the consultants DON'T tell you? Texas Tech will provide practical baseline suggestions that almost any institution can use to find the path towards a better implementation. We will explore how to keep administration simple and effective, what to do with new users, and how to deal with special topics such as sensitive data. All Xtender stakeholders are welcome to attend. Those in charge of new implementations will benefit the most.

Session Type: Presentation/Demonstration

2067: So Many Pages, So Few Spaces (2067)

Lead Instructor: Jason Kohlhepp
Lead Instructor's Organization: Wright State University

Description: Are you grappling with the challenge of encouraging adoption of your BDMS system while trying to balance the ever-increasing storage and infrastructure costs? After several years of expanded use, the production BDMS repository at Wright State University had grown to over 5.7 million pages and took 1.8TB of space on our SAN. When a storage study in early 2010 revealed the B-S-ADMN cabinet alone was taking up 72% of that space, we developed a plan to increase the efficiency of our space utilization and reduce ongoing costs. We will share the technical aspects of this in-house project from the planning stages through client verification of the resulting document quality. Using a combination of scripts and the free image manipulation tool IrFanView, we were able to convert the B-S-ADMN images into bitonal and apply compression which saved over 1 TB of storage space. This project gave the university a soft savings of approximately $10,000 in storage costs and allowed us to re-purpose the freed space to meet other needs.

Session Type: Presentation/Demonstration

1268: Want to increase efficiency? Meet BDMS Reports Management (1268)

Lead Instructor: Maureen Artale
Lead Instructor's Organization: SUNY Oneonta

Description: Follow along as SUNY (State University of New York) Oneonta travels back in time to review our transformation from scanning paper, piece by piece, to having documents automatically attached to student records. Reports Management, lovingly known as ERMX, allows for electronic documents to be auto-indexed directly to the applicable record. This presentation will include historic practices, the use of Reports Management by the Registrars Office and Admissions, technical set up information, as well as auto-indexing documents from third party sources.

Session Type: Presentation/Demonstration

Banner ePrint

1085: Banner ePrint - Save Time, Save Money and Have Fun! (1085)

Lead Instructor: Frank Mangione
Lead Instructor's Organization: SGHE

Description: Are your users always looking for where their reports are? Well Banner ePrint can become your one-stop place for all user reports, regardless of where they were generated. Come find out what over 200 Colleges and Universities have discovered. This is an easy to implement, easy to use, web-based, secure report distribution application. With a minimal amount of training, your end-users can quickly view their reports. They could be the latest ones run today or ones that were run last month or last year! With just a click of an icon, they can see their report! It's as simple as that.

Session Type: Presentation/Demonstration

Banner Workflow

1913: A Technical Look at a Paper-Free Admissions Process (1913)

Lead Instructor: Daniel Bramer
Lead Instructor's Organization: Plymouth State University

Description: In 2009 the Admission Office at Plymouth State University (PSU) took their traditional admissions process of folders and filing to paper free imaging and workflows. They worked with Information Technology Services members at PSU and the University of New Hampshire and incorporated The Common Application, Banner Document Imaging Suite, Banner Workflow, and the web to completely do away with the need to store documents in the Admission Office. In 2011, they implemented an auto-indexing system for applications to further streamline the process. This talk will discuss how PSU put together a system that helped the Admission Office process a record number of applications and enroll a class that exceeded the institutions expectations.

Session Type: Presentation/Demonstration

1078: Absence Tracking (1078)

Lead Instructor: Mary Mosholder
Lead Instructor's Organization: Savannah College of Art and Design

Description: Make it easy to track attendance with the absence tracking tool. Using existing Sungard features, we implemented a tracking tool quickly to meet federal mandates. Conveniently added to the Faculty Class Summary List self service page, our faculty can quickly log attendance by monitoring absences. These absences are recorded and the workflow tool with pl/sql coding is used to process the absences that require emails or updates in the Banner database. As an example friendly reminders are sent to students, advisers and faculty at key frequency dates to encourage attendance. At final warning stages, administrative offices are notified from the workflow. Some of the message recipients and text are determined through coding. This allows for changes to happen without bringing down the workflow. Learn how our workflow tool even assists the registrar by posting grades when a student has missed 25% of the course. This simple solution helps our faculty and students stay on track!

Session Type: Presentation/Demonstration

1809: Automating the Change of Major Process (1809)

Lead Instructor: Charlotte Young
Lead Instructor's Organization: Florida Institute of Technology

Description: Florida Tech has taken the Change of Major Process from a paper form to an electronic, paperless workflow. The process begins with a custom Banner Self-Service form where the students can view their current major and enter the new major they are requesting. Once the form is completed in Self-Service, Evisions generates a PDF of the document and it is indexed into Banner Document Management. A Workflow kicks off and routes the document through a dynamic approval queue. This approval queue is based on Roles as well as directed to specific users depending on the requested major. Along the way the Student or a Faculty member can view the progress of the request in Self-Service through a status page.

Session Type: Presentation/Demonstration

1676: Automating the Graduate Student Assistantship Award Process (1676)

Lead Instructor: Melanie Schrey
Lead Instructor's Organization: Datatel+SGHE

Description: Florida Tech has taken the Graduate Student Assistantship Award Process from a paper "Blue Form" which could take weeks to go through the approval process to an electronic, almost paperless, workflow which frequently takes days or less. The process begins with a custom Banner Self-Service form where the originators enter a student ID and view Banner data on the student and enter minimal additional information such as stipend amount and funding source. Once the form is completed in Self-Service, Evisions generates a PDF of the document and it is indexed into Banner Document Management. A Workflow kicks off and routes the document through a dynamic approval queue. This approval queue is based on Roles as well as directed to specific users depending on the approval level. Once approved, Workflow directs Evisions to email the student a PDF of their contract. The signed contract is then scanned into Document Management, marked complete in Workflow, and emails are sent out letting the department know the contract is complete.

Session Type: Presentation/Demonstration

1127: Banner Workflow (BOF) (1127)

Lead Instructor: Anita Muller
Lead Instructor's Organization: Savannah College of Art and Design

Description: Join other Banner Workflow users in a Birds-of-a-Feather session. Share your good ideas for using Banner Workflow, and learn something new from your colleagues in the world of Banner Workflow.

Session Type: Birds of a Feather (BOF) Discussion

1433: Banner Workflow / Business Process Management Kickoff (1433)

Lead Instructor: Joshua Aversa
Lead Instructor's Organization: Datatel+SGHE

Description: Join SunGard Higher Education as we kick off Summit 2012 with an overview of what's new for Banner Workflow and Infinity Process Platform in the last year and what is to come. We will also be highlighting the various related sessions that you will find throughout the conference.

Session Type: Presentation/Demonstration

1199: Banner's Hat Trick: Electronic Contracts Via Self-Service, Workflow & BDMS (1199)

Lead Instructor: Martha King
Lead Instructor's Organization: Saint Louis University

Description: In order to reduce cost and effort in faculty hiring, Saint Louis University needed a robust and flexible way to electronically deliver contracts to faculty and administrators. See how Saint Louis University built this tool set combining Banner Self-Service, BDMS, and Workflow, allowing for a completely paperless flow from contract initiation to acceptance. The electronic contract system allows for increased security, multi-level approval paths, the ability to upload supporting documentation to contracts (such as CVs and transcripts), and provides comprehensive reporting and communication tools. A team of functional and technical subject matter experts collaborated to build a system framework that can be easily modified to facilitate any type of contract approval. For example, Saint Louis University is using the same set of products to automate faculty leave requests and graduate assistantship contracts. Since implementation, more than 3,000 contracts have gone from initiation, through the approval process, ultimately to contract acceptance—all without a single piece of paper! Even more impressive, Saint Louis University has reduced processing time by 70% and has already saved over $23,000. This presentation is also applicable for those in Human Resources, Academic Affairs, and both technical and functional users of Workflow and the Banner Document Management Suite.

Session Type: Presentation/Demonstration

1169: Get Your Hands on Banner Workflow (HOT) (R) (1169)

Lead Instructor: Lindy Lewis
Lead Instructor's Organization: Datatel+SGHE

Description: In this hands-on session attendees will get to interact and work with the Banner Workflow solution. Whether you are a seasoned workflow user or just curious about the product - join us to learn and play with Banner Workflow. An experienced instructor will take you through exercises designed to introduce you to the functionality of the workflow product. You will learn how to build and run a workflow process and much more! Attendance at this hands-on session is limited to registrants who use the schedule builder to sign up. Additional seating may be available on a first-come first-served basis.

Session Type: HOT Topics

2221: Get Your Hands on Banner Workflow (HOT) (R) (2221)

Lead Instructor: Lindy Lewis
Lead Instructor's Organization: Datatel+SGHE

Description: In this hands-on session attendees will get to interact and work with the Banner Workflow solution. Whether you are a seasoned workflow user or just curious about the product - join us to learn and play with Banner Workflow. An experienced instructor will take you through exercises designed to introduce you to the functionality of the workflow product. You will learn how to build and run a workflow process and much more! Attendance at this hands-on session is limited to registrants who use the schedule builder to sign up. Additional seating may be available on a first-come first-served basis.

Session Type: HOT Topics

1168: Intro to Banner Workflow (1168)

Lead Instructor: Lindy Lewis
Lead Instructor's Organization: Datatel+SGHE

Description: Are you considering implementing Banner Workflow for the first time? Is it being used on campus in other departments and you'd like to to learn more about it so your department can be as successful? Come learn about Banner Workflow, its features, terminology, example ways that clients are using it, and other details to bring yourself up to speed on this exciting product. This session will be beneficial to any functional or technical staff who want a primer on how best to apply Banner Workflow on their campus and processes.

Session Type: Presentation/Demonstration

1170: New features in Banner Workflow 8.1 (1170)

Lead Instructor: Lindy Lewis
Lead Instructor's Organization: Datatel+SGHE

Description: This session will cover new functionality available in Banner Workflow 8.1. Included in this session will be the following features: Dynamic Roles, Dynamic Drop Downs; Radio Buttons; and Lists, Weblogic 11g, and more!

Session Type: Presentation/Demonstration

1039: Smart Notifications to Applicants Using Banner Workflow (1039)

Lead Instructor: Arturo Paredes
Lead Instructor's Organization: Universidad San Francisco de Quito

Description: Those who applied to Universidad San Francisco de Quitos admission process used to find out their admission status either by phone or by a personal visit to USFQs Admissions Department. Results vary depending on scores and intended major. There are several possibilities, among these are: admitted with no scholarship option, admitted with scholarship option, not admitted despite verbal, math or catalog exam recuperation options and not admitted. Changes implemented in the admissions process includes e-mail notification to applicants together with their test scores and suggested next steps depending on intended major and exam scores. This notification used to be sent manually by the Admission Department personnel. Banner Work Flow implementation offered a solution for automatic e-mail generation. Thus, the work flow starts when all fields regarding Admissions tests in SOATERM are filled adequately. It takes from SPAIDEN the applicants name and e-mail; from SAAADMS their intended major; and from SOATERM their scores for all the exams. Depending on the values found in each of these forms, Banner Work Flow sends out a specific e-mail with instructions for further steps and congratulations to all those eligible for scholarships. Thus, Admission Department personnel now have more time to better perform their tasks.

Session Type: Presentation/Demonstration

1116: Transforming Paper Routing Processes to Transparent Workflow Applications (1116)

Lead Instructor: David Freitag
Lead Instructor's Organization: Pima Community College

Description: Every institution has manual processes for the routing of information on paper for review and approval, and Pima Community College is no exception. Too often paper sits on someones desk delaying the approval process or even becomes lost entirely. People become frustrated when they lack up-to-the-minute information about the location of the paper in the routing process. By designing and implementing transparent Workflow applications, document creators, reviewers, approvers, and other stakeholders can know the exact status of that important information being routed around your institution. Authorized staff and administrators can see who is reviewing it and how much farther it has to go. Using Workflow and other tools, Pima Community College has transformed approving adjunct contracts, changing curriculum information, requesting access to Banner, and routing electronic personnel action request forms. Learn from our experience in replacing paper routing processes with faster and more transparent Workflow applications. Learn when Workflow is appropriate to replace paper processes, what considerations impact the use of Workflow, and how well half a Workflow application performs. Join us in this informative session describing the design and implementation of Workflow applications to replace manual paper processes.

Session Type: Presentation/Demonstration

1097: Using JQuery with Custom Form Activity & Other Advanced Topics (1097)

Lead Instructor: Michael Brzycki
Lead Instructor's Organization: Datatel+SGHE

Description: This session will discuss the new capabilities of the Custom Activity Designer to embed html and make your forms more dynamic. Use cases will highlight using JQuery to add pizazz to your custom forms. This session will also discuss other more technical bits to make your Workflow processes more far-reaching and productive. Topics will include but not be limited to: work list management, directed users, scaling workflows, and integration using Workflows web service interface.

Session Type: Presentation/Demonstration

1158: What to Do/Not to Do When Implementing Banner Workflow (1158)

Lead Instructor: Carolyn Clark
Lead Instructor's Organization: Datatel+SGHE

Description: Congratulations! You are getting ready to implement Banner Workflow. Before you start, what plans should you put in place? Who should be involved? What pitfalls might trip you up? We have recommendations from our consulting team as well as from our Banner Workflow customers who have successfully implemented Banner Workflow.

Session Type: Presentation/Demonstration

1725: What? The Course was Cancelled? (1725)

Lead Instructor: Monique Ward
Lead Instructor's Organization: Edison State College

Description: See how Edison State College used Banner Workflow to automate notifications and the transfer of critical information thru a series of events triggered of the cancellation of a course in Banner. Edison State College used Banner workflow to let the Instructor, Registration Office, Human Resources, Payroll and the students receive emails with their respective pieces of course information. Some of the hurdles Edison State College have are multiple campuses in which each might want to relay different information. The Registration Offices on each campus wanted to add alternative course options to the cancelled course in the emails to the students. Human Resources wanted to know the contract associated with the instructor assigned to the course. After months of modifications to the initial workflow, Edison State College has gone live with the workflow and is recognizing the efficiencies it created. Come see how Edison answered the question, "What? The course was cancelled?"

Session Type: Presentation/Demonstration

1512: Workflow - User Account Provisioning through BEIS (1512)

Lead Instructor: Gideon Sanstra
Lead Instructor's Organization: Datatel+SGHE

Description: This session is an introduction in using Banner Enterprise Identity Services (BEIS) to provision user accounts into Banner Workflow.

Session Type: Presentation/Demonstration

1167: Workflow for Budget Development (1167)

Lead Instructor: Jason Dudley
Lead Instructor's Organization: Edison State College

Description: Edison State College leveraged Banner Workflow to automate the entire Budget development submission process. Using webservices as the submission platform and SSB menus for the users to access they were able to streamline all of required forms in the process. Some of the forms include new position requests, lab fee use requests, and technology fee requests. Some of the additional enhancements made to the webservices forms and workflows included document attachments, fringe calculators and notifications to ensure a smooth transition to the workflow process.

Session Type: Presentation/Demonstration

1957: Workflow for Hackers (1957)

Lead Instructor: Daniel Bramer
Lead Instructor's Organization: Plymouth State University

Description: At Plymouth State University (PSU), Banner Workflow is leveraged in many functional offices throughout campus. As constructed, Banner Workflow contains API's that allow an institution to extend beyond the typical limitations place on applications. Further, PSU has developed a custom single sign-on process to more fully integrate workflow with our application infrastructure. Also, this presentation will take a peek at time-saving methods for making simple modifications to workflows that are active and in production that are much faster than traditional methods.

Session Type: Presentation/Demonstration

1778: Workflow: Scholarship and Federal Work Study Placement (1778)

Lead Instructor: Donna Price
Lead Instructor's Organization: Austin Peay State University

Description: Learn how to use Workflow to seamlessly place students with work assignments for scholarships and/or Federal Work Study. This Workflow will enhance your ability to communicate with departmental contacts, gather departmental requests related to student needs and automatically update Bannner forms. In addition, scheduled reminders may be included. At APSU we have experienced reduction in staff time, improved tracking of placements and greater effectiveness in meeting sensitive deadlines.

Session Type: Presentation/Demonstration

1321: Workflow: Imagine the Possibilities (1321)

Lead Instructor: Rohini Ananthakrishnan
Lead Instructor's Organization: University of Denver

Description: This session is part 2 of the Imagine the possibilities series. At last year's summit, University of Denver presented the BDMS: Imagine the possibilites session. Accelerate the learning curve that you will need for rapid and smooth introduction of workflow technology into your ecosystem. At this presentation, University of Denver will share information on the various facets of workflow technology. The goal is to share knowledge from our experience that will enable others to understand the various technical elements of workflow and provide perspective on a unique way to track processes modeled by workflow. Specifically we will be talking about the following: - Workflow Attributes: How to effectively use these for management reports - Security: User access and role management - Integration with BDMS - Calendar and notifications - Document tags - Modularization: Interaction amongst multiple workflows - Workflow reporting views: These reports help our business community to increase the accountability while simultaneously providing process transparency.

Session Type: Presentation/Demonstration

1377: Workflow: It's Time to Take it Off the Shelf (1377)

Lead Instructor: Joy Hayward
Lead Instructor's Organization: St. Louis Community College

Description: Many institutions have bought Workflow but haven't had time to implement. Workflow can streamline a wide variety of business processes, from simple to very complex. This session will provide an overview of what Workflow is and the value of using Workflow. Tips for an efficient and successful implementation will be provided, including suggestions for selecting the best business processes to use as the first workflows.

Session Type: Presentation/Demonstration

1655: Workflows: Improve Office Efficiency and Customer Service Part II (1655)

Lead Instructor: Telaina Wrigley
Lead Instructor's Organization: Austin Peay State University

Description: This session is designed to show the relationship between the functional user and IT in order to be successful in the development of Workflows. Learn how to develop successful workflows and the key players responsible for ensuring successful implementation. Also see the results of successfully developed Workflows ranging from Official Grade Changes, Change of Majors to Course Substitutions. The Workflows developed by APSU has increased staff productivity and improved customer service not only to our students but also to our faculty and advisers.

Session Type: Presentation/Demonstration

Hannon Hill

1447: Go Agile or Go Home! Agile Marketing for Higher Education (1447)

Lead Instructor: Kat Liendgens
Lead Instructor's Organization: Hannon Hill Corporation

Description: Over the past five years, the marketing landscape has changed drastically, thanks to an increased use of analytics, more sophistication with regard to SEO, mobile applications, and, most importantly, due to the social media avalanche. As a result, marketers and communication teams have had to constantly adjust their approach and become more nimble in order to optimize their campaigns. One of the biggest challenges with regard to modern marketing in general and social media in particular is the measurement of the ROI. How do you know which type of content works best? How do you know which medium drives the most traffic to your site? How do you know if social media is really worth the effort? In this presentation, Hannon Hills CEO, Kat Liendgens, will discuss the characteristics of agile marketing, the importance of developing a content strategy, emerging trends in communication and marketing, and ways to measure the success of your content and your web campaigns.

Session Type: Presentation/Demonstration

Infinity Process Platform

1820: Improving Institutional Efficiency with the Infinity Process Platform (1820)

Lead Instructor: Richard Forrest
Lead Instructor's Organization: Datatel+SGHE

Description: Come learn about how Infinity Process Platform is being used in international to assist with region and country specific needs and configurations. Specific examples of processes used in regions such as Ireland and Mexico will be covered. Items covered, though focused on some international uses, will apply to the use of IPP in any region globally.

Session Type: Presentation/Demonstration

1516: Infinity Process Platform - Example Field Usage (1516)

Lead Instructor: Makarand Kulkarni
Lead Instructor's Organization: Datatel+SGHE

Description: Come to this session to learn how Infinity Process Platform can be leveraged for integration projects around campus. Various example SunGard Higher Education scenarios will be discussed. In addition we will discuss how you can leverage Infinity Process Platform for basic process modeling needs.

Session Type: Presentation/Demonstration

1513: Introduction to Infinity Process Platform (1513)

Lead Instructor: Makarand Kulkarni
Lead Instructor's Organization: Datatel+SGHE

Description: Infinity is a technology platform, a methodology, and a set of processes that help customers create an optimal set of solution services to support their business processes and institutional objectives. The platform consists of 3 components: * Infinity Platform: A business process engine supporting higher education practices * Infinity Application Framework: A common services architecture for designing the solutions * Infinity Infrastructure: A secure hosting environment for moving applications into the cloud. This technology has been designed to augment other components within SunGard Higher Education's or a customer's technology and current software environment in order to make that environment more flexible and agile. As a current customer you have access to the Business Process Management component of this enabling technology platform at no out of pocket cost for you to use at your institution, the Infinity Process Platform.

Session Type: Presentation/Demonstration

1136: IPP Powers Higher Education Solutions (1136)

Lead Instructor: Jason Zhong
Lead Instructor's Organization: Datatel+SGHE

Description: Datatel+SGHE has developed a cloud based solution using Infinity technologies. Datatel+SGHE designed and implemented the solution heavily leveraging the Infinity Process Platform(IPP) in the back end for an integral human workflow, process orchestration and component integration flow. The solution also employs Business Rules Management technology. This approach enables each tenant to extensively customize the business processes and rules to cater to their processes. In this presentation we will discuss the SaaS architecture. We will look at some of the patterns we implemented to support workflow and process orchestration. We will examine the critical lessons we learned in the areas of multi-tenancy support, data integration, application integration, security integration, user experience integration, customization and scalability.

Session Type: Presentation/Demonstration

1569: Using Workflow and Infinity Process Platform (IPP) Together (1569)

Lead Instructor: Jason Zhong
Lead Instructor's Organization: Datatel+SGHE

Description: Learn how Infinity Process Platform (IPP) and Workflow can work in synergy in your Open Digital Campus environment. Understand what value IPP adds by having it interact with Workflow. Using both products will enhance your business processes utilizing Banner Workflow.

Session Type: Presentation/Demonstration

Luminis Platform

1827: It's Alive! Luminis 5 in Production (1827)

Lead Instructor: Chris Bacigalupo
Lead Instructor's Organization: The College of St. Scholastica

Description: *Insert maniacal laugh* With 8 months of Luminis 5 in a production environment, The College of St. Scholastica shares functional and technical experiences, challenges, successes and observations. Topics covered include: Go-live process, infrastructure and integration architecture, Managing role based targeted content delivery, reinforcing institutional brand, and much more.

Session Type: Presentation/Demonstration

1423: Luminis 5: Our Experience (1423)

Lead Instructor: Brian Gormanly
Lead Instructor's Organization: Marist College

Description: Our experiences readying our campus for Luminis 5. Including planning, initial installation and setup, BEIS, Banner integration for eLearning, banding/ theme, portal structure and content delivery.

Session Type: Presentation/Demonstration

1484: Luminis Idol 2012 (1484)

Lead Instructor: Alistair Calder
Lead Instructor's Organization: BC Institute of Technology

Description: Come join us at what has become one of the most popular sessions at Summit! Watch as different schools demonstrate what they have achieved with Luminis and vote for your favorite. This is a fun, energetic, fast-paced session that gives the audience the chance to see incredible enhancements, features and customizations that are capable with Luminis from a series of schools all vying for the title of Luminis Idol! How it works: Each contestant school demonstrates how they have leveraged Luminis to maximum benefit for users and share their secrets of how they got there. Audience participation is encouraged and questions are answered on the spot, with deeper discussion continuing as the session concludes. This session targets managers, developers and administrators alike, as all areas of Luminis are covered as contestants show off their best.

Session Type: Presentation/Demonstration

1981: Luminis Integration with the Web (1981)

Lead Instructor: Darren Elmore
Lead Instructor's Organization: Texarkana College

Description: This session will explain and demonstrate how Texarkana College implemented and currently operate Luminis. It will explain how Texarkana College incorporated their website with Luminis, and how that affects the flow of information from the college to its portal users. The process of creating most of the content from the web, instead of within Luminis, will be demonstrated. The pros and cons of providing content from the web will be shown.

Session Type: Presentation/Demonstration

2203: Luminis Platform 5 Themes (2203)

Lead Instructor: Charmaine McCracken
Lead Instructor's Organization: Datatel+SGHE

Description: Luminis Platform 5 comes with a flexible and customizable templating engine. This engine is used for a range of basic color and logo changes to advanced theming. One can customize different themes for a global institution, different users, communities, departments and so on. The theme uses CSS, images, JavaScript, JQuery, and Velocity templates to control the whole look and feel of the pages generated by the portal. This presentation will break down the different aspects of the theming process from simple color and logo changes to more advanced theme creation and deployment. We will also include a preview of some upcoming changes in a future Luminis Platform 5.1 release.

Session Type: Presentation/Demonstration

1267: Luminis Platform Kickoff (1267)

Lead Instructor: Joshua Horner
Lead Instructor's Organization: Datatel+SGHE

Description: The Luminis Platform is the market leading portal and web services delivery solution for higher education. This is a must-see presentation for those who currently run Luminis Platform as well as those looking to improve web services delivery and overall competitiveness through advanced portal technology. This session will provide an update on the latest release, examples of day to day business value being realized your peers, product strategy and direction information, and a discussion related to future areas of interest. With over 900 clients, Luminis Platform is a critical Open Digital Campus technology component and continues to drive innovation and value for institutions of Higher Education world wide.

Session Type: Presentation/Demonstration

1559: Middlesex University's Luminis 5 Portal - ' myUniHub' (1559)

Lead Instructor: Charmaine McCracken
Lead Instructor's Organization: Datatel+SGHE

Description: Middlesex University based in London UK, launched their new portal system named myUniHub to all students at the start of the academic year in September 2011. MyUniHub is the new personalized system for students at Middlesex University and has been implemented using SunGard Higher Educations Luminis 5 Portal Platform and provides students with access to their Learning Materials, timetables and modules, module enrolment, on line payments, computer booking system, Banner, WebCT, Athens, Live@edu email and Sharedrive, etc. all through one single sign on. MyUniHub has also been integrated with Middlesex University's main web site known as UniHub, to give a richer user experience including login and logout integration. The University's Banner and WebCT systems have also been customised to reflect the branding of the University giving the student the experience of being in one overall system. Extensive use of Luminis 5s communities feature has also been implemented particularly with communities related to the students union which have their own unique branding. Information via myUniHub is targeted to students at different stages of their student lifecycle from new students through to graduating students providing relevant information at relevant times. MyUniHub has proved to be a great success with positive feedback from both students and staff.

Session Type: Presentation/Demonstration

1505: Migration to Luminis Platform 5: Architecture and Process (1505)

Lead Instructor: Robert MacKay
Lead Instructor's Organization: Datatel+SGHE

Description: This session will focus on an in depth under the hood lok at migration for Luminis Platform IV to Luminis Platform 5. Results of migration efforts, case studies and exploration of migration code will be covered. Interested in migrating your existing Luminis Platform IV system to the latest 5.x version of Luminis Platform - this is the session for you.

Session Type: Presentation/Demonstration

1715: Must-Haves in your Luminis Portal: Mobile, Library, LMS, Google Apps (1715)

Lead Instructor: Maureen Williams
Lead Instructor's Organization: Wellesley College

Description: Wellesley College has been live in Luminis for just over two years. Our latest integration with Google Apps, our Library systems and Sakai LMS has significantly enhanced the value of our portal. We rolled out our mobile student apps over a year ago and our mobile menu now has apps for faculty, students, development officers, staff and visitors. During this presentation we will demonstrate how we have integrated our library systems: III, ILL, Worldcat, EBL. We will discuss our recent migration to Google Apps and demonstrate our portlets for Mail, Calendar, Documents and Groups, including our popular Faculty/Staff Discussion and Announcements portlets. Our Sakai LMS Announcements and Forums portlets will also be featured. We will take a look at our mobile menu and some sample apps.

Session Type: Presentation/Demonstration

1968: What To Expect When Deploying a Luminis 5 Portal From Scratch (1968)

Lead Instructor: Jill Swenson
Lead Instructor's Organization: Oregon State University

Description: What To Expect When Deploying a Luminis 5 Portal From Scratch Oregon State University successfully deployed Luminis 5 in September of 2011, and were eager to share our experiences and to help prepare other universities for future successful deployments. This presentation describes the experiences of OSU in deploying a new Luminis 5 portal. You will see how a school can expect to partner with SunGard technical and functional consultants to design and construct a successful portal, the steps involved, what the consultants do, and what resources are involved at the university. The purpose of this presentation is to set expectations for project managers and administrators, help them understand the process of designing and implementing a portal, help them estimate resources and to highlight the approach SunGard takes in the implementation. The target audience is schools interested in deploying a new web portal with Luminis 5.

Session Type: Presentation/Demonstration

1240: Working with Content in Luminis 5 (HOT) (R) (1240)

Lead Instructor: Cordell Bourne
Lead Instructor's Organization: Datatel+SGHE

Description: There are many tools available for delivering and targeting content to the members at your institution. This session will focus on the tools available to build and target content. Tools presented will include the Targeted Content portlet, Dynamic Page Management, and other portlets available for delivering content.

Session Type: HOT Topics

2215: Working with Content in Luminis 5 (HOT) (R) (2215)

Lead Instructor: Cordell Bourne
Lead Instructor's Organization: Datatel+SGHE

Description: There are many tools available for delivering and targeting content to the members at your institution. This session will focus on the tools available to build and target content. Tools presented will include the Targeted Content portlet, Dynamic Page Management, and other portlets available for delivering content.

Session Type: HOT Topics

Luminis Technical

1871: CAS and Cold Fusion (1871)

Lead Instructor: Chris Bacigalupo
Lead Instructor's Organization: The College of St. Scholastica

Description: The College of St. Scholastica is using Cold Fusion as our primary vehicle for delivery of CAS authenticated rendering of integrated API based web service available resources in our portal. Blackboard announcements, custom surveys and submit forms, Easter egg hunts, print balances, RSS feed scrollers and a custom mini-CMS. Find out how we do it! We'll provide a tour of the open source UC Davis cas_auth.cfm module and how we implement it. We'll walk through our production cycle for CF based portal content from functionality request to project specs, and Cold Fusion coding to portal implementation.

Session Type: Presentation/Demonstration

2083: Custom Portlet Development for Luminis 5 (2083)

Lead Instructor: Chris Fontenot
Lead Instructor's Organization: Datatel+SGHE

Description: Explain the basic API for building custom portlets. Discuss what portlets are and how they work within the Luminis 5 Platform. Describe how custom portlets can be deployed and managed in LP5.

Session Type: Presentation/Demonstration

1494: Developing Luminis Platform 5 Specific Portlets using Delegated Services (1494)

Lead Instructor: John Quinley
Lead Instructor's Organization: Datatel+SGHE

Description: This session will go over the basics of developing JSR 286 portlets and will add Luminis Platform 5 specific API calls into the mix. This session will describe the LP5 delegated service architecture and how to use Spring to inject delegated services into your portlets. It will briefly discuss the work done with the Banner and BDMS portlets and how they make use of the delegated services. The presentation will discuss the security reasons behind the architecture and what this means to your portlet.

Session Type: Presentation/Demonstration

2056: Leveraging Luminis and Banner for a Hassle-Free Enrollment Confirmation (2056)

Lead Instructor: Louisa Martin
Lead Instructor's Organization: St. Mary's University

Description: St. Mary's University, founded in 1852 by Marianist brothers and priests, is the first institution of higher learning in San Antonio and the oldest Catholic university in Texas and the Southwest. Personal attention and powerful academic programs have made St. Mary's, located on 135 acres northwest of downtown San Antonio, a nationally recognized liberal arts institution. With a diverse student population of nearly 4,000 of all faiths and backgrounds, St. Mary's is home to five schools. Fall 2011 marks the first activation of a wait list in the history of undergraduate enrollment confirmation processing. Many factors contributed to the rising enrollment confirmations and certainly included was the development work leveraging the Luminis and Banner services. The online experience of the enrollment confirmation package serviced students in the area of Housing, Financial Assistance, Health Center Services, Deposits, and enrollment confirmation. A strategic concept affording outcomes to include improved efficiency in business process, data entry and validation, and interdepartmental communications.

Session Type: Presentation/Demonstration

1642: Luminis 5 / Banner Integration (1642)

Lead Instructor: Brian O'Toole
Lead Instructor's Organization: Datatel+SGHE

Description: This session will discuss the main components and high level configuration of the Luminis 5 Banner Integration. The session will also provide a functional walk through of the integration with an integrated demo of both products.

Session Type: Presentation/Demonstration

1812: Luminis 5 Graduate Admissions Dashboard Portlet developed using Grails (1812)

Lead Instructor: Leo Ureel II
Lead Instructor's Organization: Michigan Technological University

Description: One of the first Luminis 5 projects at Michigan Tech is a Graduate Admissions Dashboard. The portlet provides the ability to examine application counts based on a combination of dimensions such as number of applications by college/school, major, race/ethnicity, etc. In this talk we provide an overview of the portlet and detailed overview the project; explaining what we did and why. We will discuss our meetings with stakeholders and our use of Balsamiq Mockups to flesh out the design, our use of Banner resources, user testing, lessons learned and future directions. Additionally, we will discuss the technical aspects of the project; describing how we setup our development environment and reviewing some of the interesting coding challenges encountered. We will discuss our use of Balsamiq Mockups to flesh out the design, how we interfaced with the Banner database and mined data using a dimensional warehouse, implementation of portlets using Groovy and Grails, regression testing, lessons learned and future directions.

Session Type: Presentation/Demonstration

1502: Luminis Platform 5 Technology (1502)

Lead Instructor: Robert MacKay
Lead Instructor's Organization: Datatel+SGHE

Description: Discuss the components, architecture and implementation of Luminis Platform 5. This session will describe in detail how the elements in the Luminis Platforms latest release work to address functional and technical issues and resolve problems related to managing and developing for the platform. Items covered will include Spring 3, Tomcat 6, Liferay 6, CXF, ehCache, Hibernate, AJAX, Flex and more.

Session Type: Presentation/Demonstration

2041: MVC channels with JQuery, Java Servlets and Hibernate (2041)

Lead Instructor: Paul Melia
Lead Instructor's Organization: University of San Diego

Description: Using the MVC paradigm with JQuery, Java and Hibernate to create AJAX channels within the same servlet context as Luminis. This enables secure access to the same request and response objects as Luminis, including the IPerson object, and separates out the functions to the discrete layers defined by MVC.

Session Type: Presentation/Demonstration

2086: Portlet Development (BOF) (2086)

Lead Instructor: Chris Fontenot
Lead Instructor's Organization: Datatel+SGHE

Description: Luminis 5 has been available for a year and Luminis 4 had always supported portlets for some time before that. This is an opportunity for developers from all over to discuss what they are doing with respect to custom portlet development. What tools are they using? What technologies are they using? What sort of portlets are being developed for the schools? How can we use the Commons and perhaps even the Community Source Initiative to work together and share portlets of interest to everyone. Is anyone taking advantage of the Portlet 2.0 features? What about frameworks and other cool buzzwords - ORM, IoC, AOP, AJAX, JSF, and/or dynamic languages like Groovy/Grails.

Session Type: Birds of a Feather (BOF) Discussion

1473: Publish your CMS content to Luminis (1473)

Lead Instructor: Leah Einecker
Lead Instructor's Organization: Pima Community College

Description: Love your CMS? Want to use it to manage content in the Luminis portal? If your CMS can publish pages to an external server, you can use it with Luminis! We'll cover how to serve smaller pieces of content in a channel, larger content in a full-page view, and in-channel navigation between different content pages.

Session Type: Presentation/Demonstration

1493: The Ins and Out of the Global Connector Framework for Luminis Platform 5 (1493)

Lead Instructor: John Quinley
Lead Instructor's Organization: Datatel+SGHE

Description: This session will describe the process of creating a new Global Connector Framework connector in order to connect Luminis Platform 5 to an existing external system. It will provide a brief overview of the Global Connector Framework architecture in LP5, as well as how this architecture differs from Luminis Platform 4. It will cover the development process for creating new connectors, as well as what best practices that should be followed when doing so.

Session Type: Presentation/Demonstration

2065: There are Some Good Rules... (2065)

Lead Instructor: Lyle Janney
Lead Instructor's Organization: Purdue University

Description: How do you block new admits from being able to accept their offer of admission based on specific criteria? How do you dynamically generate a task list for a portal user based on their current data state without creating roles for every situation? How do you ensure that the highest priority notifications for a user are displayed to that user when they login to the portal without creating dozens of Notify/Smart Events? Purdue University's Office of Admissions posed that first question to Purdue's Banner Student team, and we delivered a solution on our Grails platform. That solution was built using a framework that we designed to resolve all of the above questions, and many others. Admissions specialists will find the demonstration of our Block Accept application interesting, while application developers will enjoy a peek under the covers at the Rules Engine framework itself.

Session Type: Presentation/Demonstration

Mobile Solutions

1051: Building and Launching a Successful Mobile App - It's Not as Hard as You Think (1051)

Lead Instructor: Angela Embree
Lead Instructor's Organization: Drake University

Description: How Drake University rolled out blueMobile in 4 months by tackling the technical learning curve, campus politics and very little budget using a mobile strategy, along with the right tools and resources to realize an aggressive and ambitious plan.

Session Type: Presentation/Demonstration

1864: Building our First m-Apps with Mobile Connection (1864)

Lead Instructor: Jason Glose
Lead Instructor's Organization: Rensselaer Polytechnic Institute

Description: Mobile Connection ships with some great m-Apps, and you will likely find more in the Community Source Code Repository. But when you need functionality that just doesn't exist, you can always build it yourself! At Rensselaer Polytechnic Institute, that's just what we did. Our Registrar wanted to provide students with a quick and easy way to check their graduation status. So we designed and built our first m-App called GradStatus. Immediately following that, we built an m-App for active employees to check their vacation balance. With each m-App, the process got quicker and smoother. A developer from RPI will share every step of his experience building these two m-Apps. Hell walk us through the wireframe, to the Grails web service, to the HTML & CSS front end, and even testing. So bring your inner geek, because there will be CODE! Lastly, we'll discuss the Community Source Code Repository and how to share your locally built m-Apps with other institutions.

Session Type: Presentation/Demonstration

1305: Building Your First m-App (HOT) (R) (1305)

Lead Instructor: Bret Hansen
Lead Instructor's Organization: Global Architecture

Description: Mobile Connection's flexible framework allows customers to add any features that are needed to their mobile solution. This session will demonstrate the creation of a m-App from conception to testing.

Session Type: HOT Topics

2208: Building Your First m-App (HOT) (R) (2208)

Lead Instructor: Bret Hansen
Lead Instructor's Organization: Global Architecture

Description: Mobile Connection's flexible framework allows customers to add any features that are needed to their mobile solution. This session will demonstrate the creation of a m-App from conception to testing.

Session Type: HOT Topics

1736: Deploying a Mobile Framework (1736)

Lead Instructor: Myrtis Tabb
Lead Instructor's Organization: Delta State University

Description: Students demand mobility and flexibility. This demand has created a challenge for many institutions in finding a cost-efficient, easy to deploy mobile solution that fits the needs of todays student. Delta State University adopted Mobile Connection to deliver mobile applications to the campus community. This was a joint effort with the onsite technology team, the executive administration, and the communications and marketing team on the campus. This session focuses on how the campus delivered a mobile solution within four months and continues to enhance mobile offerings using Mobile Connection and the lessons learned during this process.

Session Type: Presentation/Demonstration

1755: Extreme Mobile - Vision Hacking, Feature Creep, and Out of the Box Thinking (1755)

Lead Instructor: Jonathan Wheat
Lead Instructor's Organization: Messiah College

Description: Colleges are not using mobile devices to their fullest extent. Mobile connection gives you a framework to launch your extreme mobile ideas, but where to those ideas come from? How do you continue to add features to vanilla functions to make them too valuable to ignore? What extreme ideas and implementations are possible with the rollout of a mobile app, and how do you make use of the tools you currently have. This is not a marketing talk about Mobile Connection, but rather a visionary talk about everything we're NOT doing with mobile but could.

Session Type: Presentation/Demonstration

2177: Goin' Mobile, All the Way to Banner (2177)

Lead Instructor: Peter Castillo
Lead Instructor's Organization: Seton Hall University

Description: The proliferation of mobile apps has changed the way our students and employees expect to access pertinent, personal information. Utilizing SunGard Mobile Connection framework, Seton Hall University developed multiple m-apps and created one seamless bundle for a unified user experience. This session will review the Mobile Connection technical architecture, the selection of m-apps to comprise a comprehensive navigation into Banner, a brief peek at the code behind the apps and an application demonstration.

Session Type: Presentation/Demonstration

1234: Implementing Mobile Connection - A Developer's Perspective (1234)

Lead Instructor: Jason Glose
Lead Instructor's Organization: Rensselaer Polytechnic Institute

Description: You've seen the Mobile Connection demonstrations, and maybe even downloaded another school's app. But what about implementing Mobile Connection at YOUR campus? Join in as a Banner developer from Rensselaer Polytechnic Institute shares his experience with getting this project going at RPI. We will look at the features of Mobile Connection and how Rensselaer came to the conclusion that this solution was worth a closer look. We'll discuss concerns that are important to developers like performance, security, extensibility, and customizations. Equally as important, we'll talk about getting functional managers involved and interested in this project too. Mobile Connection's technical architecture is a whole new world to Banner developers, so we'll cover some technical tips, tricks and "gotchas" you will find helpful while getting started with Mobile Connection at your institute.

Session Type: Presentation/Demonstration

1289: Mobile Applications: Meeting Students Where they Live (1289)

Lead Instructor: Deborah Ludford
Lead Instructor's Organization: North Orange County Community College District

Description: The North Orange County Community College District has developed mobile applications for all three of the districts institutions using SunGard's Mobile Connection platform. The applications (available for Android, iPhone/iPad and BlackBerry) have been developed and are now in full production. Included in the offering are campus maps, news feed, grade lookup, student schedule, faculty and staff directory and class schedule. The applications will be demonstrated and we'll talk about the development environment, lessons learned, best practices, marketing strategies, future plans and the tools used to make this a collaborative development effort across the District.

Session Type: Presentation/Demonstration

2030: Mobile Apps (School Prospective) (2030)

Lead Instructor: Mohamed Elshakh
Lead Instructor's Organization: Metro State College of Denver

Description: Are you curious about Mobile App Development and how schools can extend the digital campus experience to mobile devices? The opportunities that mobile computing presents to higher education seem boundless. Mobile Apps in Higher Education background, what are the alternatives, the common tools for Development and how you can configure and run the SunGard Mobile Connection and make the integration to other platforms will be addressed.

Session Type: Presentation/Demonstration

1439: Mobile Connection - Solution Overview (R) (1439)

Lead Instructor: Joshua Aversa
Lead Instructor's Organization: Datatel+SGHE

Description: In the last few years, the exploded growth of smartphone use has made them a necessary tool for engaging your constituents. Smartphones have opened the world to enhanced capabilities and connectivity that have created both demand and productivity from useful applications that access resources provided by institutions. Nowhere is this more prevalent than the campus environment. We have a large mobile constituent base that grew up with mobile devices as their access device of choice to their world. They demand convenient access to campus information and system data from these devices. To help universities meet this need, SunGard Higher Education offers the Mobile Connection mobile application framework that lowers the complexity of providing multi-device application support as well as provides the necessary infrastructure to allow mobile users to authenticate and access data from our systems. Come learn about the solution, how clients will be able to use it to rapidly deliver services to students, staff, and alumni on mobile devices, and how you'll be able to leverage the collaborative nature of other higher education institutions that will lead to a similar explosion of growth of "apps" for higher education that happened in the respective "app stores".

Session Type: Presentation/Demonstration

1444: Mobile Connection - Solution Overview (R) (1444)

Lead Instructor: Joshua Aversa
Lead Instructor's Organization: Datatel+SGHE

Description: In the last few years, the exploded growth of smartphone use has made them a necessary tool for engaging your constituents. Smartphones have opened the world to enhanced capabilities and connectivity that have created both demand and productivity from useful applications that access resources provided by institutions. Nowhere is this more prevalent than the campus environment. We have a large mobile constituent base that grew up with mobile devices as their access device of choice to their world. They demand convenient access to campus information and system data from these devices. To help universities meet this need, SunGard Higher Education offers the Mobile Connection mobile application framework that lowers the complexity of providing multi-device application support as well as provides the necessary infrastructure to allow mobile users to authenticate and access data from our systems. Come learn about the solution, how clients will be able to use it to rapidly deliver services to students, staff, and alumni on mobile devices, and how you'll be able to leverage the collaborative nature of other higher education institutions that will lead to a similar explosion of growth of "apps" for higher education that happened in the respective "app stores".

Session Type: Presentation/Demonstration

1301: Mobile Connection Technical (1301)

Lead Instructor: Bret Hansen
Lead Instructor's Organization: Global Architecture

Description: Mobile Connection is SunGard Higher Education's solution and platform on which clients can readily deliver mobile solutions to students, staff and alumni. Mobile Connection facilitates client's sharing for an explosive growth of "apps" to choose from. Come learn more about SunGard Higher Education's new Mobile Connection framework for building mobile services out to your constituents on a variety of devices and what is involved in supporting the effort to implement it. This session will focus on the architecture, technologies, tips, and collaboration with Mobile Connection.

Session Type: Presentation/Demonstration

1522: Mobile Connection Turn Key Solution- Road to success (1522)

Lead Instructor: Gideon Sanstra
Lead Instructor's Organization: Datatel+SGHE

Description: This session will focus on implementing SunGard Higher Education's Mobile connection framework. We will cover a general introduction to Mobile Connection, client success stories, and the services SunGard provides to ensure success. This includes strategic and implementation services, as well as application development, and technology training. Come to this session to learn how to successfully implement your Mobile strategy.

Session Type: Presentation/Demonstration

1442: Mobile Connection X-Factor (1442)

Lead Instructor: Joshua Aversa
Lead Instructor's Organization: Datatel+SGHE

Description: Come see the possibilities of what can be achieved with Mobile Connection at this fun, energetic session. See many examples from contestants vying for the ultimate title of Mobile Connection X-Factor! This session targets managers, developers and administrators alike, as all areas of Mobile Connection are covered as contestants show off their best. Each contestant school demonstrates how they have leveraged Mobile Connection to maximum benefit for users and share their secrets of how they got there. Audience participation is encouraged and questions are answered on the spot, with deeper discussion continuing as the session concludes.

Session Type: Presentation/Demonstration

1519: Planning for you Mobile Connection Implementation (1519)

Lead Instructor: Jackie McNabb
Lead Instructor's Organization: Radford University

Description: When implementing a Mobile Solution for your campus, it is important to involve the campus community in the planning and implementation process. This will ensure that the decisions made concerning options, look & feel, and timeline will be supported and prioritized adequately to meet the needed deadlines. It is also important to allow enough time for appropriate communications and publicity to occur to generate excitement about the launch of the new mobile offering. In this presentation, we will go over the plan used at Radford University for the three phases of the mobile solution implementation. We will also touch on the involvement in the collaborative partners program for the mobile solution and how our input has helped mold the product into it's current state.

Session Type: Presentation/Demonstration

1307: Setting up a Mobile Connection Development Environment (HOT) (1307)

Lead Instructor: Bret Hansen
Lead Instructor's Organization: Global Architecture

Description: Mobile Connection provides the simplest framework to deliver unique mobile applications to multiple device platforms for higher education. Because the Mobile Connection framework is also flexible enough to be completely unique to each institution, there is a development process involved. This session will walk through the set up of a new developer environment. This will include a walk through for a Mac OS X and Windows development environments

Session Type: HOT Topics

1308: Setting up a Mobile Connection Development Environment (HOT) (1308)

Lead Instructor: Bret Hansen
Lead Instructor's Organization: Global Architecture

Description: Mobile Connection provides the simplest framework to deliver unique mobile applications to multiple device platforms for higher education. Because the Mobile Connection framework is also flexible enough to be completely unique to each institution, there is a development process involved. This session will walk through the set up of a new developer environment. This will include a walk through for a Mac OS X and Windows development environments.

Session Type: HOT Topics

1147: Technical Musts To Ensure a Successful Mobile App (1147)

Lead Instructor: Josh Bertocki
Lead Instructor's Organization: Drake University

Description: Drake will walk through the information that is critical from a technical perspective for a successful mobile app and demo some of the major areas which could cause problems for programmers new to mobile development. This presentation will cover the following: 1. IDEs Using Eclipse for Development, what is eclipse and how does it make development easier 2. Version Control Using Subversion, how does it work, why is it needed 3. Learning RhoMobile, Ruby and Grails (and what else do you need to know, css etc. 4. Setting up push notifications 5. Building your app 6. How to use roles to control whats the user sees 7. Setting up internal distribution what's weird about iOS and what's weird about Android 8. How to version your app and notify when upgrades are available

Session Type: Presentation/Demonstration

OmniUpdate

1278: Florida Atlantic Universitys Web Content Migration and CMS Implementation (1278)

Lead Instructor: Sean Sordo
Lead Instructor's Organization: Florida Atlantic University

Description: Sean Sordo, Computer Applications Coordinator in the Enterprise Systems Department at Florida Atlantic University (FAU), will share his universitys successful web content management system (CMS) migration and implementation story. FAUs migration to OmniUpdates OU Campus web CMS from the Luminis Content Management Suite (LCMS) happened more than a year before the sunset of LCMS was announced. As a member of the SunGard Higher Education Collaborative, OmniUpdates CMS became a recommended alternative. The new CMS resolved many of FAUs website issues and was just what the web team needed to ensure ongoing success. -Template and workflow controls improved site design and content -Asset management and content repurposing improved site consistency -Scalability and security improved management across more than 150 separate sites -Automatic product upgrades via the cloud improved deploying new features -Minimizing hardware needs and freeing up IT resources improved staff efficiencies Come hear FAUs lessons learned and see a demo of an enterprise CMS that is built on open standards and provides the development flexibility and Web 2.0 tools needed to help build community and facilitate collaboration. This is your chance to ask questions firsthand and find out how OU Campus can help with your web initiatives, too.

Session Type: Presentation/Demonstration

PowerCAMPUS Portal

1143: Going Digital: Paperless Student Files (1143)

Lead Instructor: Jason Degn
Lead Instructor's Organization: College of Saint Mary

Description: Nobody can deny that the world is becoming more and more a digital one. Yet, many institutions struggle with how to manage the vast amount of paper in their offices. Learn how the College of Saint Mary developed a document management system within the PowerCAMPUS Portal using off-the-shelf SharePoint components, some easy customizations and lots of experimentation. The result is a true paperless student file solution that uses real-time metadata directly from PowerCAMPUS.

Session Type: Presentation/Demonstration

Rave Mobile Safety

1390: Total Campus Safety (1390)

Lead Instructor: Scott McGrath
Lead Instructor's Organization: Rave Mobile Safety

Description: Rave Mobile Safety, a SunGard HE Collaborative partner, presents a comprehensive approach to campus safety, starting with emergency and non-emergency notification, and extending to personal safety and location-based services, as well as anonymous text-based crime tips/bullying/hazing reporting. Presentation includes case studies from leading institutions.

Session Type: Presentation/Demonstration

Thought Leadership

2211: Mobile, Portal, Content and Process Management Community Networking (BOF) (2211)

Lead Instructor: Lisa Goldberg
Lead Instructor's Organization: Datatel+SGHE

Description: Jump start your Summit networking experience by attending the Mobile, Portal, Content and Process Management Community Networking Birds-of-a-Feather (BOF). Meet and interact with others who share similar interests. During this BOF you'll have the opportunity to learn about key Summit sessions related to the Mobile, Portal, Content and Process Management Community, participate in an interactive discussion about how to make the most of Summit, catch up friends, and make new acquaintances. Make plans to attend and help make your time at Summit a vibrant and valuable experience.

Session Type: Birds of a Feather (BOF) Discussion

Recruiting and Admissions

Banner Recruiting and Admissions Performance

2130: Analyzing Enrollment Funnels with Recruiting & Admissions Performance (2130)

Lead Instructor: Becky Garrison
Lead Instructor's Organization: Datatel+SGHE

Description: Are your funnels functioning as you desire to support data driven strategic business decisions? In this session we will demonstrate how to plan and validate your funnel expressions to ensure they meet your business requirements, use BRM and RAP together to test that your funnels are functioning as desired, and use Recruiting and Admission Performance to make proactive, strategic business decisions based on your funnel data.

Session Type: Presentation/Demonstration

1970: Banner Recruiting and Admissions Performance Solution Overview (1970)

Lead Instructor: Mike Salisbury
Lead Instructor's Organization: Datatel+SGHE

Description: Banner Recruiting & Admissions Performance enables enrollment managers directors of recruiting and financial aid officers to analyze enrollment trends manage enrollment funnels analyze the impact of financial aid on enrollments and have immediate insight into the effectiveness of activities against strategic enrollment goals and objectives. Come learn more about how the solution supports decision-making at all levels of your organization with scorecards dashboards reports and analytic capabilities coupled with a powerful data warehouse. Attendees will learn about new and innovative ways to enable end users at all levels of your organization to be self-sufficient in meeting recruiting and admissions lifecycle reporting needs.

Session Type: Presentation/Demonstration

1367: Canned to Gourmet - Cognos Dashboards (1367)

Lead Instructor: Jennifer Green
Lead Instructor's Organization: Old Dominion University

Description: Take bland dashboards and reports and spice them up to present a tantalizing display of data that keeps them coming back for more. Tailoring the dashboard to tease their palate helps administrators with their decision making needs. Customizing the tool to move beyond the basic packages and creating your own data elements are just some of the ways to deliver a gourmet experience to users. Participants will learn how ODU has modified the delivered dashboards and reports to meet the needs of various constituencies and taken customization to a new level.

Session Type: Presentation/Demonstration

2010: Developing A Reporting Strategy (2010)

Lead Instructor: Joel Clasemann
Lead Instructor's Organization: The College of St. Scholastica

Description: Reports, dashboards, and scorecards...Oh, My (head)! There are so many options that an institution has at their disposal for delivering information into the hands of those who need to have it. What should be pushed to the user? What should the user log in to get? Should it be on demand or delivered daily, weekly, or monthly? Come listen to how one institution is slogging through these waters and how Recruiting and Admissions Performance has impacted that decision process. The College of St. Scholastica will tell its reporting story provide some glimpses of the tools it uses.

Session Type: Presentation/Demonstration

1844: Getting the Most Out of RAP and SRP (1844)

Lead Instructor: Kenneth Whitelaw
Lead Instructor's Organization: Datatel+SGHE

Description: SunGard Higher Education development and services team up to illustrate key features and capabilities of the Recruiting and Admissions and Student Retention Performance products. These features enable your institution to monitor progress in meeting your goals and objectives relative to recruiting and admission and student retention and success.

Session Type: Presentation/Demonstration

1842: Implementation Best Practices on Rolling Out RAP and SRP (1842)

Lead Instructor: Kenneth Whitelaw
Lead Instructor's Organization: Datatel+SGHE

Description: Based on our experiences of implementing RAP and SRP, we will present a variety of implementation best practices indicative of successful launches of the Recruiting and Admissions Performance and Student Retention Performance products. These practices center on management, time line and order of events, preparing Banner and Banner Relationship Management as well as testing and review.

Session Type: Presentation/Demonstration

2133: Predictive Analytics for Enrollment Management (2133)

Lead Instructor: Mike Salisbury
Lead Instructor's Organization: Datatel+SGHE

Description: The purpose of predictive analytics is to automatically sift through data to find hidden patterns, discover new insights, and make predictions. Higher education institutions can use predictive analytics techniques, for example, for a comprehensive analysis of student characteristics, or to predict the likelihood of a variety of outcomes, such as enrollment, persistence, retention, and course success. This session will provide an overview of predictive analytics techniques and applications for higher education enrollment management and how predictive analytics technology be used with the SGHE Business Intelligence platform.

Session Type: Presentation/Demonstration

2131: Recruiting and Admissions Performance Solution Client Panel (2131)

Lead Instructor: Mike Salisbury
Lead Instructor's Organization: Datatel+SGHE

Description: This panel will discuss their experiences with Banner Recruiting & Admissions Performance, the value they see in the solution and their plans for leveraging the solution in supporting their recruiting and admissions efforts

Session Type: Panel

2123: Using Recruiting and Admissions Performance for Enrollment Management (2123)

Lead Instructor: Brian Regan
Lead Instructor's Organization: Lehigh University

Description: Come learn more about how Lehigh University is using the Recruiting and Admissions Performance solution. Brian Regan from the Lehigh Enrollment Management services team will discuss and demonstrate examples of using RAP content to managed their undergraduate enrollment funnels, analyze the coverage and impact of their BRM communications campaigns and analyze their applicant pool.

Session Type: Presentation/Demonstration

2132: What Can I do With RAP Financial Aid for Admissions Analytics (2132)

Lead Instructor: David Killip
Lead Instructor's Organization: Datatel+SGHE

Description: An institution's strategic use of its financial resources is an important component of a successful recruitment program. To effectively leverage financial aid, there are questions an institution must answer, for example: What is the number/percentage of applicants receiving financial aid? What is the amount of financial aid being awarded in various forms? What is the gap between the applicant's established need and the total financial aid package? How do the financial aid packages compare between applicants who enrolled and did not enroll? What impact does unmet need have on a students failure to matriculate? How does yield vary by need level? By analyzing data readily provided through the financial aid directors performance dashboard, an institution is positioned to more strategically award financial aid. The Recruiting & Admissions Performance solution can help institutions strategically leverage financial aid and monitor success. The Recruiting & Admissions Performance solution delivers analytics and reports enabling institutions to analyze and control their financial aid process for incoming students. Strategic aid leveraging can result in increased enrollment yield and tuition net revenue.

Session Type: Presentation/Demonstration

Banner Relationship Management

1657: A Full Recruitment Cycle using BRM (1657)

Lead Instructor: Yola McCune
Lead Instructor's Organization: Florida Institute of Technology

Description: Florida Tech began using Banner Relationship Management in March 2010 to aid in recruiting their Fall 2011 class. Prospect records were uploaded to Banner and RM facilitated email communication. Inquiries received additional communication both via email and mailing based on RM exports. Finally we encouraged applicants to submit their checklist items using RM so the Admissions staff could review their file and make a decision. See the campaigns we used and how our counts progressed toward Florida Tech's increased enrollment for Fall 2011.

Session Type: Presentation/Demonstration

1619: A Functional Recruiters Life Before and After BRM (1619)

Lead Instructor: Aaron Hamilton
Lead Instructor's Organization: Wichita State University

Description: Recruiters are often entrenched with the way we've always done things. BRM has given the Office of Admissions at Wichita State University the opportunity to take an in-depth look at recruitment practices which has led to many positive outcomes as well as challenges for our office. Come learn how life has changed for someone who started the implementation process with loads of recruitment experience but a limited knowledge of Banner. Find out what can you expect for yourself and your recruiters as you go through the implementation process.

Session Type: Presentation/Demonstration

1954: Automating Banner Relationship Management Interactions (1954)

Lead Instructor: Armella Mitchell
Lead Instructor's Organization: Emporia State University

Description: How Emporia State University reduced the load on data entry staff by automating the process of inserting Banner Relationship Management interactions for tape loads, inquiries and outsourced mailings. The process was automated through the use of a cross-walk table, scripts to identify interactions to be inserted, a script to create the xml file and AppWorx to automate the entire process.

Session Type: Presentation/Demonstration

2116: Banner Enrollment Management Kickoff (2116)

Lead Instructor: Linda Jessup
Lead Instructor's Organization: Datatel+SGHE

Description: Please join the SunGard Higher Education Enrollment Management Team for an update on our Enrollment Management solutions. This session will provide an overview of enhancements delivered in the past year as well as share product plans for the future. In addition we'll provide insight on how our clients have achieved value and benefits from both Enrollment Management solutions and services during the past year.

Session Type: Presentation/Demonstration

1080: Banner Relationship Management - Making Enrollment Funnels Work for Your Institution (1080)

Lead Instructor: Michael Kamowski
Lead Instructor's Organization: University of Illinois at Chicago

Description: Banner Relationship Management (BRM) uses funnels to track incoming students from the suspect to the enrollment state. The University of Illinois at Chicago has implemented funnels in different ways to track their undergraduate and graduate incoming students from the prospect to enrollment state. This session will cover BRM funnel setup for term, level, campus, college or program. This session will also cover the University of Illinois at Chicago approach for tracking multiple applications, different funnel rollups by degree, non degree, certificate and graduate academic college. The technique can be used to create funnels that are outside of the delivered selection criteria.

Session Type: Presentation/Demonstration

2114: Banner Relationship Management and Recruiting & Admissions Performance for Recruiting & Admissions (2114)

Lead Instructor: Jennifer Malkovich
Lead Instructor's Organization: SGHE

Description: Come to this session to learn about the features in both Banner Relationship Management and Banner Recruiting and Admissions Performance and how they work hand-in-hand to support your enrollment management goals and objectives.

Session Type: Presentation/Demonstration

2110: Banner Relationship Management Early Alerts (2110)

Lead Instructor: Denise Mendonca
Lead Instructor's Organization: Datatel+SGHE

Description: Improving student success is a top priority for many schools that have specific goals to improve student persistence, retention and graduation rates. Using the new Early Alerts feature in Banner Relationship Management, institutions can proactively identify both at-risk and excelling students, which will help staff provide timely interventions and services to improve student success and retention. In this session you will learn about the new faculty feedback feature in Banner Student 8.5.1 that collects information on how students are performing in class as a source that can be used to raise student alerts. You’ll also learn how any other data available in Banner can also be used to create institution-specific rules that automate the process of raising alerts that need to be brought to the attention of appropriate staff for further action to successfully address personal, financial, academic, social and any other issues that may impact a student’s ability to succeed. You’ll also see how manual alerts can be added for a student, and how advisors can proactively monitor student alerts, and record comments that can be kept private or shared with other staff who are stakeholders in student success in retention.

Session Type: Presentation/Demonstration

2113: Banner Relationship Management Technical Session (2113)

Lead Instructor: Ed Delaney
Lead Instructor's Organization: Datatel+SGHE

Description: This session will provide an overview of the technical architecture of Banner Relationship Management, including recent technical changes, technical documentation and information about performance tuning initiatives. Participants will also have an opportunity to ask technical questions and discuss technical issues with BRM developers, and to share experiences with BRM technical staff and other clients.

Session Type: Presentation/Demonstration

1787: BRM Student - Tracking Student Interactions (1787)

Lead Instructor: Linda Rogentine
Lead Instructor's Organization: The College of St. Scholastica

Description: The College of St. Scholasticas OneStop Student Services delivers seamless processes to all students, allowing them to self-manage the business of being a student. One of the OneStop goals is to enhance business related communications across departments in order to provide clearly defined instructions to students. This session will discuss how St. Scholasticas OneStop, Financial Aid, Registrar, and Student Accounts departments are using Banner Relationship Management (BRM) to record student interactions. Topics covered in this session will include establishing interaction categories, guidelines for recording student interactions, subject line coding to quickly identify interaction topics, implementation challenges and BRM user feedback.

Session Type: Presentation/Demonstration

1764: BRM: It's Not Just for Undergrad Admissions (1764)

Lead Instructor: Christy Pratt
Lead Instructor's Organization: East Carolina University

Description: Looking for one recruitment tool that can be used by all admissions offices on your campus? BRM is that solution! Come hear how East Carolina University is using BRM to recruit students for Undergraduate, Graduate and International admissions. Learn how all offices can work together to implement and utilize this great recruiting tool!

Session Type: Presentation/Demonstration

1662: Building and Maintaining Complex Campaigns in BRM (1662)

Lead Instructor: Ricardo Mendez
Lead Instructor's Organization: Texas State University-San Marcos

Description: This session will cover the use of large campaigns that send multiple communication templates with the use of complex business rules to decipher which student receives which communication. We will explain how our university, Texas State University, has accomplished this task and what others can do to implement similar campaigns. We will discuss certain business rules that we have created to handle these complex campaigns, as well as the dos and donts involved in these types of campaigns. We will also cover the effect of large campaigns on the database.

Session Type: Presentation/Demonstration

1853: Building Relationships Throughout the Enrollment Funnel (1853)

Lead Instructor: Morgan Carter
Lead Instructor's Organization: Tarleton State University

Description: This session will outline one school's journey to build and sustain relationships from start to finish using Banner Relationship Management. For the fall 2010 and 2011 incoming freshmen classes, various campaigns were built to increase participation in campus preview days and daily campus tours in addition to facilitating application conversion, orientation registration, and financial aid. Recruiting and Admissions Performance (RAP) complimented the processes by enabling us to keep a constant pulse on the activity being generated. As a result, the campus was able to be proactive and intentional in its preparation for the largest freshman class in the university's 111 year history. As we build for the future, we are looking to expand our reach to current students with the BRM so that we are in a better position to retain these students for the long-term.

Session Type: Presentation/Demonstration

1770: From Hobsons to BRM: A Successful and Happy Transition (1770)

Lead Instructor: Christy Pratt
Lead Instructor's Organization: East Carolina University

Description: Come learn how East Carolina University made the switch from Hobsons CRM to Banner Relationship Management (BRM). We will show how we came to that decision, the work involved to prepare for implementation and the actual implementation and change over from Hobsons to BRM. We will share all of our experiences and how happy we are to be using one system.

Session Type: Presentation/Demonstration

1092: From Yahoogle to Hotlook: Designing and Coding BRMTemplates for Varying E-mail Providers (1092)

Lead Instructor: Walter Wellborn
Lead Instructor's Organization: Texas A&M University

Description: This session will cover many of the nuances involved in sending image based emails out of Banner Relationship Management. The primary focus will be incorporating techniques to ensure that your e-mails are properly displayed across many different e-mail clients. The best designs can often be undone by an inability to have the student see it as intended. This session will cover our own discoveries of techniques to be sure that what you see on your screen is the same thing the student sees on theirs whether in Yahoo, Gmail, Outlook, etc.

Session Type: Presentation/Demonstration

2192: Hands on with Banner Relationship Management (HOT) (R) (2192)

Lead Instructor: Anita Desai
Lead Instructor's Organization: Datatel+SGHE

Description: This hands on session will provide participants with an opportunity to explore how Banner Relationship Management can help you build and strengthen relationships with your constituents across the entire lifecycle from prospects to students to alumni. Guided exercises will be provided that will help you understand the key CRM features, including targeted populations, communication templates with personalization fields, campaigns, and interactions. Additional exercises will help you become familiar with features that support admissions, including admissions funnels and probability and desirability ratings. Guided exercises will also help you explore and understand Early Alerts functionality that can be used to proactively identify and support student success and retention initiatives on campus.

Session Type: HOT Topics

2220: Hands on with Banner Relationship Management (HOT) (R) (2220)

Lead Instructor: Anita Desai
Lead Instructor's Organization: Datatel+SGHE

Description: This hands on session will provide participants with an opportunity to explore how Banner Relationship Management can help you build and strengthen relationships with your constituents across the entire lifecycle from prospects to students to alumni. Guided exercises will be provided that will help you understand the key CRM features, including targeted populations, communication templates with personalization fields, campaigns, and interactions. Additional exercises will help you become familiar with features that support admissions, including admissions funnels and probability and desirability ratings. Guided exercises will also help you explore and understand Early Alerts functionality that can be used to proactively identify and support student success and retention initiatives on campus.

Session Type: HOT Topics

2069: How BRM goes beyond Recruiting & Admissions (2069)

Lead Instructor: Allison Pratt
Lead Instructor's Organization: Radford University

Description: Radford University started using Banner Relationship Management for our Admissions process and is now seizing the opportunity to use this tool beyond the recruiting and admissions process. This presentation will discuss the considerations we make when developing new campaigns and our philosophy on how we can use BRM beyond our Recruiting & Admissions process. We will also discuss how we are implementing Recruiting and Admissions Performance (RAP) in coordination with BRM and what we hope to gain with the use of RAP.

Session Type: Presentation/Demonstration

1860: Navigating Financial Aid with Banner Enrollment Management (1860)

Lead Instructor: Denise Groves
Lead Instructor's Organization: Sul Ross State University

Description: In these turbulent financial times, it is imperative that good communication strategies are employed when it comes to navigating through the financial aid process. Tarleton State University was able to create awareness of financial aid opportunities as well as facilitate the packaging and processing of financial aid and scholarships by utilizing the Banner Relationship Management solution. Through this proactive effort to make this cumbersome process more streamlined, we were able to use the ISIR data as a recruiting tool for those who had not yet applied for admission to the university as well as increase completion rates of our applicants which facilitated overall yield of our applicants. By using the Recruiting and Admissions Performance (RAP) solution, customized reports were created and delivered daily to the financial aid counselors so that they could monitor new students' progress. In addition, reports were created that monitored packaging activity and helped identify areas that needed early intervention. With the expansion of personalization and financial aid in Relationship Management 1.4, we are continuing to expand our focus in the area of financial aid and scholarships. This is suitable for strategic as well as functional users.

Session Type: Presentation/Demonstration

1074: Personalization Fields in Banner Relationship Management (1074)

Lead Instructor: Mary Mosholder
Lead Instructor's Organization: Savannah College of Art and Design

Description: Learn the tips and tricks to creating personalization fields in Banner Relationship Management 1.4. Common mistakes, troubleshooting steps, and best practices will be discussed. We will step through the creation of several fields including admission checklist items in a bulleted list, attribute descriptions that use a hierarchy of student attribute over admission attribute, admission counselor or recruiter information (administrative assignments), links per major, and others.

Session Type: Presentation/Demonstration

1863: Recruiting Graduate Students at Concordia University, Wisconsin - Learn from Us! (1863)

Lead Instructor: Steve Mickelson
Lead Instructor's Organization: Concordia University Wisconsin

Description: Get to know the recruit and application processes implemented for graduate prospects. Learn from the mistakes we have made. Learn to accurately define your population lists; logically define your recruitment process work flow; and how to break your work flow into small, manageable units. This will include tips for writing expressions. In addition, we will include our list of must have business rules with real, working sql code examples. See how we setup our BRM Communication Configuration. Learn how BRM has increased our productivity and accuracy. Finally, see how we have accommodated changes to business rules and our organization after a campaign has been started.

Session Type: Presentation/Demonstration

1996: Rigging the Game: Tips and Tricks for Beating the Odds in BRM Campaigns (1996)

Lead Instructor: Brian Regan
Lead Instructor's Organization: Lehigh University

Description: This presentation will cover different campaign ideas from SQL tricks, personalization fields, and business rules that Lehigh University has used to make major difference in its campaigns. We will also address the role of recurring campaigns and how they are used at Lehigh to leverage student recruitment with a hands on feel. This presentation is aimed at those who have a familiarly with BRM but those who are just getting started are welcome to join in for gathering ideas. It is the hope that these ideas will spark a discussion on campaign best practices and contribute to a sharing of ideas for campaign building.

Session Type: Presentation/Demonstration

1388: Selection and Key Design Choices: Deployment of Banner Admissions and BRM (1388)

Lead Instructor: Bill Spolitback
Lead Instructor's Organization: Dickinson College

Description: An overview of Dickinson College’s selection process, detailing the capabilities that we use in Recruitment Plus and where we see solutions in Banner. We will explore the gaps we noted and how we saw these as opportunities to leverage the flexibility inherent to the SunGard architecture to deliver custom solutions. Featured will be BRM design choices at an institution that was not formerly using Banner Admissions. Dickinson’s events, travel and volunteer management solutions will be detailed.

Session Type: Presentation/Demonstration

1927: Taming and Customizing BRM: Managing Security and Extending Template and Expression Functionality (1927)

Lead Instructor: Bradley Ward
Lead Instructor's Organization: Oral Roberts University

Description: As your use of BRM grows, there are several areas where you may be looking to streamline as well as customize. Would you like to have a better way to keep track of and manage security in BRM? This session will examine ways that you can more effectively manage role-based security, customize the BRM template editor to create custom layout templates, and create custom expression attributes in the Expression Builder. The benefits of Role-Based Security, best practices in designing custom security roles, and the effective use of reports to streamline Security Role management will be examined. Detailed queries used to build reports will be shared, including a demonstration of how these reports can be implemented in tools such as Microsoft Excel and Crystal Reports. Would you like to have a way to customize your templates to brand your communications consistently? This session will describe a simple and painless modification Oral Roberts University has made to the template editor in BRM to facilitate branded email communications to save time and effort when building campaigns. Would you like to be able to add your own attributes to the Expression Builder to reduce the gaps in BRM where SQL expressions are needed? This session will examine the technical aspects of designing these datablocks and correctly adding the necessary entries into the BRM Expression Builder. As a practical demonstration, the steps necessary to implement a Radius Search will be examined.

Session Type: Presentation/Demonstration

1251: The Benefits of BRM Probability Ratings and How to Build and Use Them (1251)

Lead Instructor: Jim Hubert
Lead Instructor's Organization: Northwestern College

Description: Probability Ratings are a way to determine which prospective students in your database are most likely to enroll at your institution, and this allows you to segment and target your recruitment efforts to make them more productive. Using the BRM 'Probability Ratings' functionality, Northwestern College-MN has developed recruitment systems that change the number and type of communications that are sent based on the recruit's probability rating, and they also use the probability rating to direct staff to make personal contacts with targeted recruits. Topics that will be covered in this session are: * Why use Probability Ratings - what are the benefits? * How to decide which probability factors to include in your Probability Model and what weight to give each factor * How to build the ratings in BRM. * How your Admissions staff can use the Probability Ratings in 'real life' to help you achieve your recruitment goals. If you are treating all of your prospective students the same, your Admissions staff doesn't know where to begin working with the thousands of names in your database, or you want to be more effective and efficient in your recruitment work, this session is for you.

Session Type: Presentation/Demonstration

1758: The Funky of FunkyTech Ten Things We Learned as BRM Functional Users (1758)

Lead Instructor: Timothy Dorsey
Lead Instructor's Organization: Cuyahoga Community College

Description: Cuyahoga Community College (Tri-C) is located in Northeast Ohio serving 30,000 plus students per semester. Tri-C, a multi campus institution, in conjunction with BRM, is creating a centralized recruiting and communication plan. Whether you are exploring the possibility of BRM, or in the process of implementation, this session will provide the functional users of BRM lessons learned that will provide enlightening tips and tricks in using BRM effectively to recruit students. We will talk about topics ranging from naming conventions to campaigns to issues with institutional buy-in.

Session Type: Presentation/Demonstration

2109: Using Banner Relationship Management and Student Retention Performance for Student Success (2109)

Lead Instructor: Linda Jessup
Lead Instructor's Organization: Datatel+SGHE

Description: Come to this session to learn about the features in both Banner Relationship Management and Banner Student Retention Performance and how they can support your student success goals and objectives.

Session Type: Presentation/Demonstration

1306: Welcome to Fabulous BRM (1306)

Lead Instructor: Nadia Gallegos
Lead Instructor's Organization: The University of Texas Pan-American

Description: In this session we will illustrate how Banner Relationship Management greatly improved the efficiency and effectiveness of the communication processes with prospects and applicants at The University of Texas Pan-American. It also covers how BRM has provided a centralized and organized way of handling communications an aided in sending dynamic and aesthetic interactions. In addition, we will demonstrate the benefits of student tracking from prospect to enrollee.

Session Type: Presentation/Demonstration

1969: Why Wait? Communicate! (1969)

Lead Instructor: Tamara Tassler
Lead Instructor's Organization: Florida Gulf Coast University

Description: Florida Gulf Coast University is utilizing the Banner Relationship Management to improve communication between the University and prospective and new students. Precise and timely communications to prospective students and applicants is very important, not only for the student, but also for the Admissions staff. By implementing the Banner Relationship Management, we have greatly reduced hours spent trying to notify students individually. Our processes have been streamlined across the department and with other departments going from an entirely manual process to the ease of pressing a button. In this session, we will review the steps FGCU took to make for a smooth and relatively low stress Go Live date without reorganization of staff. We will share the lessons we learned and what steps we take each time prior to pushing that campaign button. PLUS we will tell you the "things they never told us" so you are confident and ready to kick off your campaigns with finesse and ease. After launching your first email campaign, you need to be prepared to manage the replies. Learn how the University of Illinois at Chicago (UIC) manages email with watch lists. Also, UIC has created a set of procedures and tools for working bounced and orphaned email. We will share how you can manage e-mail replies with a team of staff members. Join us and learn why we now cannot wait to communicate!

Session Type: Presentation/Demonstration

Banner Student

1596: Admission Application Loading Using EDI (1596)

Lead Instructor: Yong Zhou
Lead Instructor's Organization: University of San Francisco

Description: Have you ever wondered how to upload admission applications into Banner if your school has electronic applications coming from online sources other than Banner SSB? University of San Francisco has developed the native interface with Banner to process admission applications received from other online sources, like Common Application, CollegeNet and LSAC. This presentation will explain how to take advantage of Banner baseline TS189 Data loading process SAR189u to load admission application data. This presentation will cover the steps needed to implement this interface. The presentation will also demonstrate how we are loading some application data that either hasn't been defined on TS189 or hasn't been included in SAR189u, like parent info, new ethnicity, race etc. This session will be useful to all Summit attendees who focus on student admission.

Session Type: Presentation/Demonstration

1026: Admission Application: As Easy as 123 (1026)

Lead Instructor: Scotty Schell
Lead Instructor's Organization: Datatel+SGHE

Description: This presentation will cover the setup and use of the self service admissions application process. The processing of the self service application via batch and the manual upload of applications will be covered. In addition, the successful resolution of suspense and error records will be covered. The incorporation of some HTML tags to refine and tailor the application to your institution's needs.

Session Type: Presentation/Demonstration

1457: Automated Decision Process - From Complete to the Seat (1457)

Lead Instructor: Londa Tuzi
Lead Instructor's Organization: Drexel University

Description: Learn how Drexel University improved turn-around for sending decision letters by 75%. Using the unsupported test score feature, we created an upload process for a predictive model score. A numeric score between 100 and 999 is calculated based on several characteristics. A comma delimited file is created and uploaded into Banner using SRTLOAD. Once the score is pushed to SOATEST the automated decision assignment process (SARBDSN) is run to assign a decision. Rules built on the decision rules table (SAADCSN) assign decisions depending on the model score. Based on the decision, a letter is automatically initiated according to material rules built on SOAMATL. The entire process from creating the model score upload file to mailing the decision letters is done within 48 hours. Using this model, we have been able to increase productivity and drastically reduce the need to review applications, update decision codes and order decision letters. This presentation will cover: Setting up the Model score in a comma delimited file in order to run SRTLOAD, SRRSRIN and SRRPREL. Setting up Decision Rules on SAADCSN Running the SARBDSN process to assign the decision and building the material rules to assign a letter.

Session Type: Presentation/Demonstration

1061: Automating Your Recruiter Assignment: A Real Life Example (1061)

Lead Instructor: Suzanne Moss
Lead Instructor's Organization: University of Illinois

Description: This presentation will walk through a real-life application of the administrator assignment functionality in Banner Student - starting from the description of the recruiters' regions, showing the set-up necessary, and finishing with the recruiters being available in both Banner and BRM. Our administrator assignments needed geo-regions set up as well as the actual administrative rules. The presentation will also describe the testing we did and the various problems we encountered. We will also go over some of the compromises we need to make when "translating" the prose version of the rules into the data needed to be entered on the various Banner forms. We'll also share some of the "gotcha's" that the documentation didn't mention.

Session Type: Presentation/Demonstration

2156: Banner Recruiting & Admissions (BOF) (2156)

Lead Instructor: Joel Clasemann
Lead Instructor's Organization: The College of St. Scholastica

Description: This session is an opportunity for those using Baseline Banner Recruiting and Admissions to gather to share ideas, share challenges, and network with peers from around the world.

Session Type: Birds of a Feather (BOF) Discussion

1105: Dynamic Student Checklist (1105)

Lead Instructor: Shelley Sherwin
Lead Instructor's Organization: Kent State University

Description: The Dynamic Student Checklist is a list of tasks the student needs to complete in order to have a successful start to the semester. The list is dynamic so the student only sees items that pertain to them. Each item has an up-to-date status and includes links to Self Service Banner or instruction for the action needed. The list provides a status for each checklist item; inactive, active, warning, late and complete.

Session Type: Presentation/Demonstration

2163: Integrating Student-Workflow-Imaging for Student Admissions (2163)

Lead Instructor: Crystal Creekmore
Lead Instructor's Organization: Eastern New Mexico University

Description: Integration between Banner Student, Workflow and Imaging in the Student Admissions Processes provides both efficiencies and process adherence for the staff and improved services and ease of use for new students in a new paperless environment. This session will demonstrate the synergy gained by using these applications together for the Student Admissions Processes, while also discussing business process analysis techniques, and best practices to be followed to help ensure a successful integration project. The speaker will guide you through an actual example demonstrating the integration between the Banner Student, Imaging and Workflow applications for the Student Admissions Processes and in discussing how the senior management team was involved and sponsored this project.

Session Type: Presentation/Demonstration

1474: Next Generation IT in Admissions (1474)

Lead Instructor: Kathy Lueckeman
Lead Instructor's Organization: Wayne State University

Description: Learn how Wayne State's Graduate Admissions office achieved a 60 percent increase in applications, a 92% increase in processing speed and saved $150k in recurring costs. WSU's Graduate Admissions improved organizational performance by aligning strategy with the work people do on a daily basis, focusing on drivers of future performance, improving communications and measuring what matters. Automating the process led to an application that is (1) customizable by every academic major and applicant citizenship requirement; (2) easy to complete for applicants, with self-service tools to submit admissions requirements; (3) easy to manage by admissions committees and staff; and (4) transparent, with automated reports and tools to search, filter and export data. This session will be of interest to Admissions staff, as well as those with a general interest in using technology to drive business process re-engineering.

Session Type: Presentation/Demonstration

2195: Recruiting and Admissions Community Networking (BOF) (2195)

Lead Instructor: Linda Jessup
Lead Instructor's Organization: Datatel+SGHE

Description: Jump start your Summit networking experience by attending the Recruiting and Admissions Community Networking Birds-of-a-Feather (BOF). Meet and interact with others who share similar interests. During this BOF you'll have the opportunity to learn about key Summit sessions related to the Recruiting and Admissions Community, participate in an interactive discussion about how to make the most of Summit, catch up friends, and make new acquaintances. Make plans to attend and help make your time at Summit a vibrant and valuable experience.

Session Type: Birds of a Feather (BOF) Discussion

1888: Reining in Your Recruits (1888)

Lead Instructor: Amy Dufour
Lead Instructor's Organization: Wentworth Institute of Technology

Description: Faced with a growing database of prospects that was rapidly getting out of control, Wentworth Institute of Technology has taken steps to institute a comprehensive and systematic recruit management system. With prospects entering Banner from over 20 different lead generation sources, Admissions found that data loaded into Banner was often incomplete or inconsistent. In addition, older prospects loaded into Banner during the initial implementation were lacking important criteria such as source and term codes. This led to an inability to confidently create communication plans that targeted our desired populations. Admissions staff will share how we went about cleaning up an unwieldy database and creating a system for accurately labeling new prospects. Steps were taken to correct inaccurate address information, update prospect load templates, and refine common matching rules. With prospects being labeled consistently, Wentworth has been able to implement a comprehensive and detailed communication plan that allows for segmented messaging to specific populations. We are also able to accurately assess the quality of our lead sources and make more informed decisions regarding the purchase and collection of prospect information.

Session Type: Presentation/Demonstration

2015: Selective Admissions for the Masses (2015)

Lead Instructor: Amy Gaines
Lead Instructor's Organization: Datatel+SGHE

Description: Join us for an overview of the Banner Student Selective Admissions functionality and walk away with the knowledge to improve your institution's admissions process. Managing numerous pieces of admissions-related data and tracking needs is a challenge at every type of institution, and Selective Admissions has something for everyone. Looking for an easy way to assign your prospects and applicants to a geographic region? Or needing to assign prospects and applicants to key institutional representatives early on? What about managing information on background institutions more effectively to help make better informed recruitment decisions? Needing to track ad-hoc mailings in Banner? Selective Admissions can help with one or all of the above scenarios. Join us to learn the many ways Selective Admission functionality can help your institution.

Session Type: Presentation/Demonstration

1961: Tape Loads Creating Fewer Duplicates & Updating Fewer Mismatched Records (1961)

Lead Instructor: Armella Mitchell
Lead Instructor's Organization: Emporia State University

Description: The process Emporia State University uses to reduce the number of duplicate records created in Banner and to reduce the number of incorrect records being updated. This session will be a combination of functional and technical. We will review our common matching rules, how we keep track of the tape loads (whats waiting to be loaded, the order in which the loads should be accomplished and which loads are in progress or finished), the steps taken for each load, and the Banner jobs Emporia State created. Emporia State uses Excel spreadsheets, Banner Procedures, CleanAddress, COGNOS, Access (for our most troublesome loads), and the Banner Tape Load process as we work toward cleaner data loads.

Session Type: Presentation/Demonstration

1626: VO 2.0 - Relaunching 'Virtual Orientation' at the University of Dayton (1626)

Lead Instructor: Kim Lally
Lead Instructor's Organization: University of Dayton

Description: Before there was Facebook, Twitter, and MySpace, the University of Dayton made a huge splash in the virtual world by being one of the first universities to offer a fully online orientation and registration process for first-year students. Things have changed quite a bit in both the real world and the virtual world since then. See how the University of Dayton has adapted and changed VO (Virtual Orientation) to leverage the best of their Luminis portal (Porches) along with Banner to create an experience that engages and retains students while also collecting valuable information. The UD team will take you through the process - from paying the enrollment deposit to registering for classes.

Session Type: Presentation/Demonstration

Recruiter

2226: Recruiter: An Alternative to Third Party Offerings for Admissions (R) (2226)

Lead Instructor: Dana Hamerschlag
Lead Instructor's Organization: Datatel+SGHE

Description: Learn how Recruiter can be used to automate admissions and enrollment operations to replace third party point solutions such as Recruitment Plus, Hobsons, or others. Learn about some Banner clients who have selected Recruiter and about plans for web services integration between Recruiter and Banner.

Session Type: Presentation/Demonstration

2227: Recruiter: An Alternative to Third Party Offerings for Admissions (R) (2227)

Lead Instructor: Dana Hamerschlag
Lead Instructor's Organization: Datatel+SGHE

Description: Learn how Recruiter can be used to automate admissions and enrollment operations to replace third party point solutions such as Recruitment Plus, Hobsons, or others. Learn about some Banner clients who have selected Recruiter and about plans for web services integration between Recruiter and Banner.

Session Type: Presentation/Demonstration

SSD Technology Partners

1567: Axiom: Banner Data Automation Solutions (1567)

Lead Instructor: Lisa Detwiler
Lead Instructor's Organization: SSD Technology Partners

Description: If your institute of higher learning serves a growing number of students across multiple campuses utilizing a common application service Axiom can help. If your organization accepts volumes of student data from hard copy sources and web forms, Axiom can streamline and automate the process. Eliminating waste in budget dollars, man hours and manual data entry is achievable with Axiom. In this session, youll hear from a panel of experts, like you, who face strict timelines with limited resources and stretched budgets. Sample Axiom solutions include: A university where many areas of study require unique, centralized service applications sought the technology to successfully load Hobsons' online college application into Banner. With Axiom they gained a savings greater than 500 hours of programming, testing and development time. Another college with a 3-part web application was able to capture all parts of the application online, including automated request and reply functions for high school counselors. Now all data uploads accurately into Banner and an e-doc filing system; allowing the college to process 59% higher volume in the same timeframe. Please join us to learn how Axiom can streamline your college or universitys business process.

Session Type: Panel

Student Financial Services

Banner Accounts Receivable

1368: 1098-T Processing Made Simple (1368)

Lead Instructor: Kimberly Bendickson
Lead Instructor's Organization: New College of Florida

Description: During this session, the attendee will learn what it takes to set up INB Banner for 1098-T processing using a qualified charges billed perspective. We will review how to set up the tax rules on TTVREPT and we will build the rules on TSATAXR that are needed to populate box 2 (qualified charges), and box 5 (grants and scholarships) on the 1098-T form and to provide supplemental information. The processes and error messages of TSP1098, TSA1098 and TSR 1098 will be discussed as it relates to producing a successful 1098-T and supplemental information that can be reviewed by the student on SSB. Even if you outsource the printing and mailing of your 1098-Ts or make them available strictly on-line, the steps are the same to generate the file. This session is taught using Banner vanilla. This session is intended for the functional or technical user that is the individual responsible for producing the 1098-T. Knowledge of detail codes & categories is assumed. New College of Florida did not use any special programming or modifications to produce the 1098-Ts other than using an Evisions template (special print parameter) at the time of printing the actual 1098-T.

Session Type: Presentation/Demonstration

1041: Automated Holds Processing (1041)

Lead Instructor: Rose Most
Lead Instructor's Organization: Datatel+SGHE

Description: The Automated Hold/Release Process is the easiest way to place delinquent accounts on hold and release paid accounts without individually going into SOAHOLD and manually releasing the hold. The end-user sets it up once and uses it over and over again. This session is designed to show the end-user how it all works. This session walks through (screen by screen, process by process) the actual set-up and processing on Banner forms. Even though this process exist in the AR menu Registration and other offices can benefit from the auto-hold process by taking advantage of the population selection feature of the process. This session will touch on that with examples for the users to take back to their institutions.

Session Type: Presentation/Demonstration

1409: Banner Accounts Receivable 8.4 release highlights (1409)

Lead Instructor: Lisa Muliawan
Lead Instructor's Organization: Datatel+SGHE

Description: The Banner Accounts Receivable 8.4 release includes modifications made to student billing to support institutions combining terms into a single enrollment period. New bill formats, rules and options will be reviewed.

Session Type: Presentation/Demonstration

1404: Banner Accounts Receivable Ask the Experts (BOF) (1404)

Lead Instructor: Jan Levsen
Lead Instructor's Organization: Datatel+SGHE

Description: You are the Expert! Come and swap your best practices, tips and tricks, ideas and solutions with your peers. This is a great opportunity to leverage the knowledge and expertise of people who share a similar role on their campus. Please bring your business cards to share!

Session Type: Birds of a Feather (BOF) Discussion

1607: Campus Loan Manager (CLM) - Improve Communications and Cash Flow Using CLM's Borrower Web Access (1607)

Lead Instructor: Eileen Meyers
Lead Instructor's Organization: Datatel+SGHE

Description: Campus Loan Manager's (CLM's) Borrower Web Access (BWA) module provides all your borrowers with instant and easy access to and control over their own information allowing for a more efficient flow of communication between them and you. This session will not only show you how BWA improves upon communication and what that means for you but how BWA can get your cash flow moving in the right direction through its ability to integrate with your payment gateway.

Session Type: Presentation/Demonstration

1611: Campus Loan Manager (CLM) - Running Queries (1611)

Lead Instructor: Eileen Meyers
Lead Instructor's Organization: Datatel+SGHE

Description: Have you ever wished your data could be at the tip of your fingers? Come find out how easy it is to create reports, pull data for reconciling or create files using the query function in Microsoft Excel.

Session Type: Presentation/Demonstration

1618: Campus Loan Manager (CLM) -The Little Things Can Make a Huge Impact (1618)

Lead Instructor: Brian Johnson
Lead Instructor's Organization: Stetson University

Description: Reconciliation. Does year-end leave you scratching your head? Are your systems in sync? External Collection Payment processing Are you posting these manually? Come learn how small adjustments in daily processes can render time saving tips in these and other debt management tasks.

Session Type: Presentation/Demonstration

1135: Collecting Student Debt and Receivables Using Campus Loan Manager (CLM) (1135)

Lead Instructor: Rebecca George
Lead Instructor's Organization: Datatel+SGHE

Description: This session is for SunGard Higher Education clients who have oversight for their institution's student receivable portfolio. Come see how your collection dollars increase while saving time consuming work effort. If I move my Banner A/R debt to Campus Loan Manager (CLM), what does that gain me? This session will provide best practices from seasoned colleagues on the methods they use to negotiate and collect their debt.

Session Type: Presentation/Demonstration

1833: Fee Assessment - How to Survive (1833)

Lead Instructor: Susan Forman
Lead Instructor's Organization: University of Tennessee, Knoxville

Description: The University of Tennessee, Knoxville has been live with Banner Accounts Receivable since November 2010. We faced many challenges with fee assessment for our multi-campus set-up. Although we are primarily located in Knoxville, TN, we handle fee assessment for sites in Nashville, Tullahoma and our Distance Education courses. Our first semester was a challenge to say the least. For the past Fall semester, we changed all of our fee assessment rules to charge by campus. Everything worked well until our administration requested that we cap all fees at the Knoxville Campus fee rate for each group of Undergraduate and Graduate students. With the help of our SunGard A/R consultant Staci LeBlanc we were able to create exemptions to cap the fees at the maximum level for Knoxville students. It has been an on-going process, but we have met the request of our administration.

Session Type: Presentation/Demonstration

1426: Have it Your Way...Application of Payment Options (1426)

Lead Instructor: Charmaine Daniels
Lead Instructor's Organization: Georgia State University

Description: During this session we will discuss Banner AR options that impact application of payment. Bring your questions or challenges regarding application of payment and be ready to leave with solutions!

Session Type: Presentation/Demonstration

1887: Improving Application of Payments Performance (1887)

Lead Instructor: Jatan Vyas
Lead Instructor's Organization: Texas A&M University

Description: Any area that depends on application of payments (TGRAPPL) wants it to run as efficiently as possible. Beginning with AR 8.1.1 there are significant application of payments enhancements, defect corrections and new functionality. Texas A&M University had a history of excessively long TGRAPPLs until these enhancements were employed. We explain how Texas A&M uses the baseline changes (TGRAPPL parallel processing and the new TGRAPPH archiving process) to achieve much shorter TGRAPPL run times. We also discuss the changes to TSIAPPL and the optimal order for running TGRAPPL, TGRUNAP and TGRAPPH. For Banner Accounts Receivable and Finance users.

Session Type: Presentation/Demonstration

1703: Playing the Right Cards when Processing Student Refunds! (1703)

Lead Instructor: Geri Landwehr
Lead Instructor's Organization: University of Northern Colorado

Description: This presentation will demonstrate how easy it is to process refunds on student accounts when a credit balance exists. We will review the entire process starting with detail code set up, flagging and reviewing selected students, feeding the refunds to Accounts Payable, and printing checks or processing direct deposits. PLUS refunds, including setup, will also be explained in this session. We will explain the parameters on TSRRFND, the process which flags the potential refund recipients. We will demonstrate how to un-flag students as well as add students to this list using TSAACCT. Attendees will hear how future dated charges affect the refund process and the importance of running TGRAPPL frequently. As we encourage direct deposit, the fields on GXADIRD will be reviewed. We will also highlight some potential pitfalls that might trip you up along the way. All processing is done using baseline Banner.

Session Type: Presentation/Demonstration

2071: Refunds: Let the Chain Gang do the Heavy Lifting (Nightly Appworx Chains) (2071)

Lead Instructor: Christy Gilman
Lead Instructor's Organization: Texas Tech University

Description: Nightly jobs are useful tools in maximizing system use. Understanding the impact of the order and parameters of the components will allow the system to do the heavy lifting so processing can begin at the start of the work day. This talk will follow refunds from the student account to their checking account.

Session Type: Presentation/Demonstration

1803: Self Service Deposit via Banner Payment Gateway (1803)

Lead Instructor: Bill Gourlie
Lead Instructor's Organization: University of Hartford

Description: Since April 2010, the University of Hartford has collected information from incoming students via Self Service, including a single payment authorization for an Admissions Deposit. This payment includes the total due for Tuition and Housing Deposits, an Orientation Fee, and optional Additional Guest Fees. Appropriate deposits (TBRDEPO) and charge/payment transactions (TBRACCD) are created. In addition, the Admission Decision is updated and the Student Learner record created automatically, greatly reducing staff effort in Admissions, Student Services, and Bursar. The session will review the architecture submitted to the Community Source Initiative (CSI)used to enable processing of deposits with their distinct detail codes and multiple transactions from a single payment authorization. A generic Self Service Page included in the submission can be used with Web Tailor Info Text to quickly enable collection of a deposit via Self Service. The rule based solution can also be used to drive the Institution specific Self Service pages presented to a student and the amounts to be paid based on student attributes. Final payment authorization is made through the Banner Payment Gateway. This session will also provide a brief overview of the Community Source program; the process, its benefits and how you can be involved.

Session Type: Presentation/Demonstration

1441: Six Degrees of Banner (1441)

Lead Instructor: Bill Dickerson
Lead Instructor's Organization: San Jacinto College

Description: San Jacinto College (live with Banner since August 2001) presents the Six Degrees of Banner, which will highlight the relationships between the Banner Student, Accounts Receivable and Finance systems. Join us in our trek through transactional processing as we wind our way from registration fee assessment rules, course/section creation, section fees, general student information, student registration, accounts receivable, third party contracts, exemptions, student refund payments and detail code definition. Get the big picture on how it all ties together in these Banner systems! This session will provide you with a great overview of the Banner forms involved in these processes and a guide for finding related information in these systems. This session is highly recommended for those who are in the implementation process as well as those who wish to gain a better understanding of the relationships between these Banner systems.

Session Type: Presentation/Demonstration

1623: Slice and Dice your Student Population and Send More Specific Bills! (1623)

Lead Instructor: John Ginty
Lead Instructor's Organization: Drexel University

Description: This is a detailed explanation of how Drexel University utilizes the basic Banner Population Selection program to bill specific groups of students based on their Program codes, billing rate codes and how to split the population if you want to send different messages to specific groups of students. If you can identify them, we can bill them.

Session Type: Presentation/Demonstration

1040: Term-Based Detail Codes vs. Aid Year-Based Detail Codes (1040)

Lead Instructor: Rose Most
Lead Instructor's Organization: Datatel+SGHE

Description: Term-Based Detail Codes are not new to Banner, but Aid Year-Based Detail Codes are. This feature came out in AR 8.3. This presentation will walk the end-user through the differences in general terms between Term-Based Detail Codes and Aid Year-Based Detail Codes (what do they mean at a high level). The session will also look at the differences and similarities in the Banner configuration. Real life scenarios will be used. Actual configuration of Term-Based and Aid Year-Based codes will be presented. Best practices will be discussed in regards to when to use Term-Based accounting and when to use Aid Year-Based accounting. This is geared toward our U.S. clients who use Aid Year extensively, but can also be a beneficial presentation to Non-U.S. clients who want to use Term-Based Detail Codes and need to know the differences between that and Aid Year-Based Codes.

Session Type: Presentation/Demonstration

2008: Third Party Contracts (2008)

Lead Instructor: Kimberly Saving-Sherman
Lead Instructor's Organization: Datatel+SGHE

Description: An in depth review of the Third Party functionality including the newer features in Banner 8. Emphasis on streamlining the invoicing process.

Session Type: Presentation/Demonstration

1994: TSRCBIL: The 37 Flavors of Billing (1994)

Lead Instructor: Antonio Trepesowsky
Lead Instructor's Organization: Datatel+SGHE

Description: Now with 6 more exciting parameters, TSRCBIL has gotten that much better! Already one of the most complicated processes in the system, due to enhancements for Financial Aid Periods, it now has two additional new output formats dynamically selected based on the account being billed. We'll review all parameters, Account selection logic, all output formats, and throw in the schedule bill rule form just because we can. If you run this job, and you have no idea what this paragraph says, then you need to attend this session.

Session Type: Presentation/Demonstration

1045: Understanding and Using TGRRCON for Reconciliation (1045)

Lead Instructor: Rose Most
Lead Instructor's Organization: Datatel+SGHE

Description: You've heard of TGRRCON, but do you really know what is on the report, how to read the report and how to use it to reconcile back to Finance? This session will review the TGRRCON report in detail. What are the columns that appear on TGRRCON and how to use it as a tool in reconciling Banner AR to your General Ledger? A review of how TGRAGES fits in the picture will also be discussed. This session is for beginner and intermediate users and can be beneficial to both Finance clients as well as Non-Finance clients. This session will walk-through the TGRRCON report column by column so the audience will understand what they are working with. It will review the parameters for the job and what they mean. The presentation will then review the relationship between TGRAGES and TGRRCON and the General Ledger and TGRRCON. How TGRAGES can be used to assist in researching discrepancies and how Finance plays apart in finding discrepancies The session will also review some of explanations and situations that cause the Finance General Ledger to be out of balance with Accounts Receivable.

Session Type: Presentation/Demonstration

1032: Understanding Application of Payments (1032)

Lead Instructor: Betty Halverson
Lead Instructor's Organization: Datatel+SGHE

Description: This session is intended for functional users as well as technical staff members. We will cover: how the TBRACCD transactions established via TSAAREV/TSADETL affect the TGRAPPL Application of Payments process; how the database tables TBRACCD and TBRAPPL are connected; and how TGRFEED processes the accounting distribution and rule class codes on the detail codes when feeding the transactions to the Finance General Ledger.

Session Type: Presentation/Demonstration

1964: You've been Canned: Cancellation Automation (1964)

Lead Instructor: Brian Uline
Lead Instructor's Organization: Texas Tech University Student Business Services

Description: Paying for education seems like a novel idea for some students. Texas state law requires students to have 95% of tuition and fees paid or enroll in a payment plan prior to the first day of class. This talk shares a solution for automating the identification of students, loading them into a popsel, placing a hold on the student, putting a late fee on the student account, updating registration to either drop a class or update their credit hours to 0 (retain billing hours), and notifying the student and authorized users(s) of the cancellation.

Session Type: Presentation/Demonstration

Banner Financial Aid

1486: 2012-2013 COD Updates for Direct Loan, Pell and TEACH Grant Processing (1486)

Lead Instructor: Joshua Lederhandler
Lead Instructor's Organization: Datatel+SGHE

Description: This session will provide critical information for all schools processing Direct Loans, Pell Grants, or TEACH Grants in Banner Financial Aid. The timing of this session will be particularly helpful for schools that will begin their 2012-2013 award cycle in the spring/summer. COD has planned enhancements and regulatory updates for March 2012. In this session we will discuss the updates necessary in Banner Financial Aid to accommodate those changes.

Session Type: Presentation/Demonstration

1492: Algorithmic and Period Based Budgeting (1492)

Lead Instructor: Jan Levsen
Lead Instructor's Organization: Datatel+SGHE

Description: Come hear how the new Algorithmic and Period Based Budgeting enhancement can assist you in reducing the number of budget groups you need! We will be discussing how to setup Period Based Budgeting and how you can utilize algorithmic rules to calculate the budget component amounts that are assigned to a student. We'll review the new forms, processes, and other features being delivered as part of this enhancement.

Session Type: Presentation/Demonstration

1373: Algorithmic Packaging (1373)

Lead Instructor: Jim Bradsher
Lead Instructor's Organization: Datatel+SGHE

Description: Algorithmic Packaging is a powerful tool that can help you leverage available financial aid. Come join us to learn more about Algorithmic packaging functionality in baseline Banner Financial Aid.

Session Type: Presentation/Demonstration

1790: A-Z Workflow Process for the Federal Work-Study Program (1790)

Lead Instructor: Nadine Hamrick
Lead Instructor's Organization: Marshall University

Description: This session includes processing work-study students from the time they are referred to a supervisor to the time they are processed in Payroll with all the many checks and edits required along the way. This Banner Workflow process has automated and digitized a formerly paper intensive and time consuming process to become one that is paperless and immediate. The session will present both the technical requirements for the set up of workflow as well as end user day to day functionality.

Session Type: Presentation/Demonstration

1375: Banner 8 Features (1375)

Lead Instructor: Jim Bradsher
Lead Instructor's Organization: Datatel+SGHE

Description: New to Banner 8 or just been too busy to take advantage of the new features it has to offer? This session will address the following Banner Financial Aid functionality: Holds, Tracking, Batch Posting, Self Service, Web Proxy ID, Internationalization, and Web Snapshot functionality.

Session Type: Presentation/Demonstration

1363: Banner Financial Aid Product Kickoff (1363)

Lead Instructor: Jan Levsen
Lead Instructor's Organization: Datatel+SGHE

Description: Join us to learn about the many exciting initiatives within the Banner Financial Aid product. We'll discuss some of the key deliverables of the past year, the product roadmap and more. This session is intended for all Banner Financial Aid users.

Session Type: Presentation/Demonstration

1835: BDMS Implementation: Saving Time, Money, and Sanity (1835)

Lead Instructor: Terra Benson
Lead Instructor's Organization: Pima Community College

Description: Is your school or department considering implementing the Banner Document Management Suite(BDMS)? At this session you will learn how the Registrar and Financial Aid Offices at Pima Community College, one of the country's largest multi-campus community colleges, are leveraging this SunGard product to enhance service to students and staff. Topics for discussion include the RFP process, BDMS product selection and key deliverables, project scope, scanner selection, business process analysis, best practice suggestions, and open dialogues about the potential operational cost savings to your institution. This session will be a great opportunity to learn implementation strategies, overcome potential challenges and ensure your BDMS success.

Session Type: Presentation/Demonstration

1634: Best Practices in Pell COD Processing and Reconciliation (1634)

Lead Instructor: Kerri McCann
Lead Instructor's Organization: St. Louis Community College

Description: St. Louis Community College processes Pell grants for approximately 17,000 students each year. Because of the high volume of Pell awards, it is vital that we engage in regular communication with COD to ensure that originations and disbursements are being reported in a timely manner. This presentation will cover the best practices that have been implemented at St. Louis Community College for Pell COD processing and reconciliation. Through the use of these practices, we have been able to reduce the number of discrepancies between Banner and COD, identify and resolve rejected transactions quickly, and ease the pain of monthly reconciliation and year-end closeout. In this presentation, I will review key banner screens, reports, and processes that are used during Pell COD processing. I will demonstrate how to use the RERGRNT report to find discrepancies between COD and Banner, and explain how to resolve the most common (and some less common) reasons that originations and disbursements are corrected or rejected by COD. This presentation is directed towards Financial Aid Staff members who are responsible for Pell COD Processing, and who are looking for ways to improve the process at their institutions.

Session Type: Presentation/Demonstration

1804: Electronic Communication in Financial Aid: Can It Work? (1804)

Lead Instructor: Mary Ann Bishel
Lead Instructor's Organization: Purdue University Northcentral

Description: This session is designed to share steps we have taken to move from paper to electronic communications with students via Banner Self-service and emails with respect to required tracking documents, where the student is in the financial aid process, and important messages specific to the student's file or awards.

Session Type: Presentation/Demonstration

1370: Enrollment Periods (1370)

Lead Instructor: Jim Bradsher
Lead Instructor's Organization: Datatel+SGHE

Description: Enrollment Periods functionality provides the ability to combine terms to create a single 'period' of time for the student's enrollment. Join us to learn more about baseline Enrollment Periods functionality within the Banner Financial Aid Product.

Session Type: Presentation/Demonstration

1366: Federal Student Aid (FSA) Operational Update (1366)

Lead Instructor: Sue O'Flaherty
Lead Instructor's Organization: Federal Student Aid

Description: We welcome our partners from the Department of Education's Office of Federal Student Aid to join us and provide an FSA Operational Update. You won't want to miss it!

Session Type: Presentation/Demonstration

1892: Financial Aid - Test It! (1892)

Lead Instructor: Jessica Ashbrook
Lead Instructor's Organization: Lansing Community College

Description: Are all of your test plans in your head? Or do you just need some new ideas? This session will review the Financial Aid testing strategy at Lansing Community College for General upgrades as well as our own releases to help you at your own institution. Test plans and lessons learned will be shared.

Session Type: Presentation/Demonstration

1479: Financial Aid Ask The Experts (BOF) (1479)

Lead Instructor: Jan Levsen
Lead Instructor's Organization: Datatel+SGHE

Description: You are the Expert! Come and swap your best practices, tips and tricks, ideas and solutions with your peers. This is a great opportunity to leverage the knowledge and expertise of your financial aid peers. Please bring your business cards to share!

Session Type: Birds of a Feather (BOF) Discussion

1702: Financial Aid Self Service - Set it Up! (1702)

Lead Instructor: Jessica Ashbrook
Lead Instructor's Organization: Lansing Community College

Description: Learn how to get the most out of Financial Aid Self Service! This session will provide an overview of the Financial Aid Self Service module, how baseline Banner can be used to create a customized experience for students, and the required setups. Validation and rule table setups will be reviewed, with examples of student self service accounts to illustrate how the customizations appear to students. Also, the newly released Web Snapshot functionality will be reviewed. Lessons learned and code used for customizations will be shared.

Session Type: Presentation/Demonstration

1002: Financial Aid Self Service Snapshot (1002)

Lead Instructor: Mike Slade
Lead Instructor's Organization: Western Governors University

Description: In the Summer Release (8.12) the new Financial Aid Self Service Snapshot was created with the intent to increase customer service by displaying all the student's information in one location. This session will focus on the capabilities of the Snapshot tool, implementation considerations, and tutorial of how to easily create your custom views inside the snapshot. This session will also provide a brief overview of the Community Source program the process, its benefits and how you can be involved.

Session Type: Presentation/Demonstration

1286: Hate Financial Aid Testing? (1286)

Lead Instructor: Kate Wilson
Lead Instructor's Organization: Drexel University

Description: The purpose of this session is to share my methodologies for comprehensive financial aid module testing. First, I will introduce the who, what, where, when and how of Unplanned Testing. Next I will cover the same aspects of testing but with a Plan and Goals. Finally, I will share some tips and gotchas I have experienced over the years.

Session Type: Presentation/Demonstration

1838: It's Time: Clock Hour Processing in Baseline (1838)

Lead Instructor: Terra Benson
Lead Instructor's Organization: Pima Community College

Description: Is your financial aid department wrestling with how to process federal student aid for your clock hour students in your credit hour environment? Come hear how the Financial Aid Office at Pima Community College, one of the country's largest multi-campus community colleges, is using Baseline Banner and Self-Service to enhance service and communication to students, increasing student self-efficacy and decreasing processing wait times, within a credit hour world. Topics for discussion include business needs analysis, regulatory considerations, timelines, and leveraging existing functionality. This session will be a great opportunity to learn more about strategies for overcoming functional and administrative challenges, while remaining compliant and providing excellent student service.

Session Type: Presentation/Demonstration

1528: R2T4 Calculations in Baseline Banner with No Findings? (1528)

Lead Instructor: Steve Runion
Lead Instructor's Organization: University of South Florida

Description: Official and Unofficial Calculations have you scratching your head? Registrar not willing to mark an unofficial withdrawal as actually withdrawn? Missing that LDA because the instructor has a sabbatical in the south of France? Tired of retyping every charge and payment in CPS Online R2T4 Software and fearing a typo will cost you during an audit? R2T4 really can be done in baseline Banner with as much confidence as any other application including USED software. See how the University of South Florida, with over 45K students, does it in baseline Banner. This includes finding the students who withdrew (SFAWDRL), completing the calculation (RPRTIVC), generating notices right out of baseline letter generation for students who don't owe anything, who owe something or who qualify for a PWD? This session is for folks who perform R2T4 calculations on a regular basis. You may use Banner for some scenarios and want to expand the pool to include most if not all of them. Ask some tough questions, share your expertise with folks who have similar issues and concerns across multiple types of institutions.

Session Type: Presentation/Demonstration

1498: Repeat Coursework (1498)

Lead Instructor: Joshua Lederhandler
Lead Instructor's Organization: Datatel+SGHE

Description: Come join us to learn more about Financial Aid Repeat Coursework processing. This session will go through the regulatory enhancement and provide an in depth discussion of how you can use this new functionality through setup, maintenance, and disbursement of funds based on Repeat Coursework enrollment calculations.

Session Type: Presentation/Demonstration

1504: Satisfactory Academic Progress (SAP) (1504)

Lead Instructor: Ellen Jetto
Lead Instructor's Organization: Datatel+SGHE

Description: Join us for a discussion on how our systems have changed to support the new U.S federal requirements for SAP. We will review how to generate the data, new form(s) to view the data, and tips for utilizing the data in your SAP rules.

Session Type: Presentation/Demonstration

2020: Scholarship Processing Easy! (2020)

Lead Instructor: Billie Watts
Lead Instructor's Organization: Western Washington University

Description: WWU recently redesigned and implemented a new online system for processing institutional scholarship and waivers. This process uses current Banner functionality (including Web4) and an additional Oracle form and two new tables to move scholarships from the application process through awarding, disbursement and through the donor cultivation process. The system uses tables from Banner Alumni to record scholarships as designations, Banner Financial Aid to record funds, scholarships and disbursements, Banner Student for majors and GPAs, Banner General to retrieve names and addresses and Banner Finance to track scholarship fund accounting. A cross-campus team including IT, Advancement, Financial Aid, Registrar, Admissions and several key academic departments worked to analyze, design, program, test and implement the system that allows everyone involved in the process the ability to track the awarding of scholarships through the different offices. The end results are not only improved efficiency and ease of use for users, but more timely processing of awards for students. The interdepartmental team was given the WWU University Team Award for 2010 for this scholarship processing project.

Session Type: Presentation/Demonstration

1219: SQL 101 (1219)

Lead Instructor: Jim Olick
Lead Instructor's Organization: Johnson & Wales University

Description: Structured Query Language, or SQL, is the driving force behind many of our processes in Banner FA. You need to understand it in order to create a PopSel, write your RORRULE, use Algorithmic Packaging and to setup Snapshots in Self Service (8.12). SQL is nothing to fear. During this session we will walk through the basics of a query and show examples in the various areas of Banner Financial Aid.

Session Type: Presentation/Demonstration

2197: Student Financial Services Community Networking (BOF) (2197)

Lead Instructor: Jan Levsen
Lead Instructor's Organization: Datatel+SGHE

Description: Jump start your Summit networking experience by attending the Student Financial Services Community Networking Birds-of-a-Feather (BOF). Meet and interact with others who share similar interests. During this BOF you'll have the opportunity to learn about key Summit sessions related to the Student Financial Services Community, participate in an interactive discussion about how to make the most of Summit, catch up friends, and make new acquaintances. Make plans to attend and help make your time at Summit a vibrant and valuable experience.

Session Type: Birds of a Feather (BOF) Discussion

1360: Using Banner's Hidden Building Blocks to Create Ad Hoc Reports (1360)

Lead Instructor: Morgan Ramsey Daniel
Lead Instructor's Organization: Adams State College

Description: Financial Aid functional users often need custom reports and rely heavily on IT staff to develop them. However, with limited resources in every area of academia, there is a growing need for the functional user to have the tools needed to do their own ad hoc reporting. By combining existing Banner components such as variables, population selections, and letter generation, functional users can readily create ad hoc reports. This session will begin with an overview of the building blocks and then walk users through the process of developing an ad hoc report. Additionally, we will cover initial set-up IT staff can utilize to create and maintain new building blocks for functional users.

Session Type: Presentation/Demonstration

2147: Verification: SunGard, The Department, and You (2147)

Lead Instructor: Jay Himes
Lead Instructor's Organization: Liberty University

Description: This session will explore Liberty University's verification process using SunGard's Banner Financial Aid and Extender products. As schools are well aware, the Department of Education is altering the verification process, this presentation is designed to discuss how Liberty is managing the significant new hurdles. Not only will the presentation cover the set up and efficiencies gained with strong electronic processes, but will also review the regulatory environment as the Department of Education uses its new found flexibility to alter the verification requirements. Lastly, this session will present future ideas for verification processing and thoughts on the 2013-14 school year.

Session Type: Presentation/Demonstration

Banner Student Aid

1402: Implementing BSA at Centennial College (1402)

Lead Instructor: Ian Barnett
Lead Instructor's Organization: Centennial College

Description: In May of 2011 Centennial College began the process of implementing Banner Student Aid (or BSAC as it was known). We did a full implementation using all applicable components of the product. In this session I will present our: - business challenges - implementation scope - product bolt-ons developed - lessons learned. My goal is to help Institutions who are considering implementing BSA, or have partially implemented it, see how we did it and learn from our experiences.

Session Type: Presentation/Demonstration

1664: Las Diversas Facetas del Procesamiento y Seguimiento de Dinero en Ayuda Financiera (1664)

Lead Instructor: LUZ GAETA
Lead Instructor's Organization: SGHE

Description: Esta presentacion hace referencia a la funcionalidad del producto Banner Student Aid (BSA). Su proposito es mostrar las distintas opciones que el producto tiene para pago de dinero como resultado del otorgamiento de premios (becas, prestamos, beneficios) en tiempo real. Temas: -Funcionalidad general. - Pago de premios en tiempo real usando Cuentas por Cobrar. - Pago de premios en tiempo real usando Cuentas por Pagar. - Pago de premios en tiempo real en modo hibrido (Cuentas por Cobrar y Cuentas por Pagar). - Memos (pagos comprometidos). - Calendario estimado para efectuar el pago: Configuracion general de pagos por ano-periodo; Configuracion para un premio por ano-periodo; Configuracion dinamica de pagos. - Calendario anticipado de pagos para el estudiante. - Pagos para una poblacion de estudiantes: Proceso individual, proceso masivo. - Consultas (Reportes): Consultas del administrador de ayuda financiera. Ejemplos: Determinar cuanto dinero queda en el fondo, cuanto ha sido pagado, cuanto ha sido ofrecido, etc. Consultas del estudiante que aplica y/o recibe ayuda financiera. Estas consultas seran efectuadas por el estudiante usando el modulo de Autoservicio (web) de BSA. - Configuracion necesaria para esta funcionalidad.

Session Type: Presentation/Demonstration

1677: Recorrido a traves de BSA (Banner Student Aid) (1677)

Lead Instructor: LUZ GAETA
Lead Instructor's Organization: SGHE

Description: Esta sesion dara una vision general del producto Banner Student Aid (BSA). Como parte de la presentacion, se hablara de aspectos relevantes del producto que pueden ser utilizados de manera global. Al final de esta sesion, los participantes tendran una mejor idea de los componentes claves que conforman este producto, y como es que pueden ser utilizados en su institucion a la par que se administran tareas basicas relacionadas con la Ayuda Financiera. Los temas a cubrir durante esta sesion son: - Caracteristicas generales - Terminologia usada en el producto - Funcionalidad basica: Administracion de fondos (dinero), procesamiento de premios (becas, prestamos, beneficios) basados en la necesidad del estudiante, valoracion (estimacion o elegibilidad) del estudiante para que pueda recibir ayuda financiera, creacion de paginas web propias para ser usadas como parte de la aplicacion de ayuda financiera. - Escenarios comunes en donde el producto puede ser de apoyo en el proceso de ayuda financiera de su institucion - Usuarios del sistema: Administrador de ayuda financiera, estudiante que solicita o recibe ayuda financiera. - Como puede usarse BSA para dar valor a su institucion?

Session Type: Presentation/Demonstration

1652: The Many Facets of Disbursement and Tracking of Student Aid Dollars (1652)

Lead Instructor: LUZ GAETA
Lead Instructor's Organization: SGHE

Description: This presentation will use the Banner Student Aid (BSA) product to demonstrate the different options for disbursing awards (scholarships, bursaries, loans, any other type of disbursable awards) in real time at your institution. It will cover topics such as: - Overview of the BSA product - Disbursing awards in real time via A/R (accounts receivable) - Disbursing awards in real time via A/P (accounts payable) - Disbursing awards in real time with a mix (A/R and A/P) - Memos - Disbursement schedules: Generic to be used in a given aid year and aid period; Per specific award in a given aid year and aid period; Dynamic schedule - Pre-disbursement schedule - Disbursement based on population: Individual processing; Batch processing - Reporting: Typical inquiries made by a student aid administrator such as finding how much money remains; how much has been disbursed; how much has been offered; etc. Typical inquiries made by a student aid applicant. These will be addressed using the BSA Self-service component. - Required configuration for supporting this functionality - And more.

Session Type: Presentation/Demonstration

Higher One

2188: Getting Creative with Departmental Commerce (2188)

Lead Instructor: Chris Setcos
Lead Instructor's Organization: Higher One, Inc.

Description: As departments and programs on college and university campuses become increasingly dependent on online databases, websites and payment portals, creative uses of software have streamlined processes. Join this session to learn how CASHNet eMarket can be used in unexpected and innovative ways to create efficiencies for students, administrators and alumni. Lori Shovlin from Wayne State University in Detroit, Michigan will illustrate how the CASHNet suite of payment services was used for two distinct projects. First, Online Giving Web Donations with seamless integration with eMarket software and automated gift updates to Banner Advancement and Banner Finance. Second, utilized CASHNet Assisted Payments module for automating internal processing of donations received from Call Centers (external fundraising services) as well as internal department donations. Learn how Dave Henry from the University of Wyoming used eMarket to sell wind energy credits as well as how the Transportation and Parking department at the University of Wyoming integrated T2 software with an eMarket site for parking permit sales, citation payments online, as well as donations to the campus bus system. Higher One experts will be on hand to answer your questions and share additional examples of the myriad ways that department commerce continues to diversify.

Session Type: Panel

Nelnet Business Solutions

1929: Montana State and Nelnet: Hitting the High Notes in Payment Compliance (1929)

Lead Instructor: David Court
Lead Instructor's Organization: Montana State University

Description: Could your payment processing around campus use some sparkle? Would you like to change the tune that your team is singing from Blue Moon to Viva Las Vegas? Join us for a fun and informative look at how MSU partnered with Nelnet Business Solutions to jazz up their cross-campus requests to take online payments. We will be reviewing the MSU policy for accepting payments on campus, how this has impacted their campus commerce initiatives and how they have been able to make their ebilling / epayment process more efficient.

Session Type: Presentation/Demonstration

TouchNet Information Systems, Inc.

1689: Ferris State University Unifies Campus Commerce and Realizes Big ROI (1689)

Lead Instructor: Erin Diehm
Lead Instructor's Organization: Ferris State University

Description: In 2010, Ferris State University faced increasing enrollment, PCI compliance issues, and a desire to improve campuswide efficiency. Discover how implementation of Authorized Users, Scheduled Payments, PayPath, and other TouchNet products resulted in immediate ROI for the university. Learn how Ferris State used TouchNet systems to save, make, and manage resources more efficiently and realized over $600,000 in recurring campuswide savings. See what worked for Ferris State and find short- and long-term savings opportunities you can apply at your campus.

Session Type: Presentation/Demonstration

1799: TouchNet SponsorPoint - Pain Relief for Contract Payments (1799)

Lead Instructor: Dan Toughey
Lead Instructor's Organization: TouchNet Information Systems, Inc.

Description: Are you handling third-party contract billing and payments using paper-intensive procedures and manual workarounds? Join TouchNet at this Summit 2012 presentation and learn about TouchNet SponsorPoint. A new solution for automating contract accounts, SponsorPoint takes the hurt out of sponsor billing and payments. Hear how colleges and universities are saving time and money, reducing errors, enhancing third-party relationships, and streamlining reconciliation for contract accounts. Discover SponsorPoint, the newest innovation in billing and payment automation from TouchNet.

Session Type: Presentation/Demonstration

UC4 Software, Inc.

1395: Automate Banner Digital Campus with UC4 (1395)

Lead Instructor: Matthew Busch
Lead Instructor's Organization: UC4 Software, Inc.

Description: The UC4 Banner Enterprise Job Scheduler can automate the entire SunGard Higher Education Banner Digital Campus, saving time, enhancing accuracy, and helping your institution create standardized processes. The Banner integration has been enhanced significantly with the jointly developed UC4 Agent for Banner solution. In this informative session current customers and those interested in the UC4 solution, will learn about the latest enhancements to the UC4 Banner solution and learn how it can make the administration of your Banner automations more powerful and easy to manage. Joe Simon from Drexel University will explain how they are controlling multiple Banner environments from one UC4 automation engine. Whether you are using Banner Finance, HR/Payroll, Student, Financial Aid, or Development, the UC4 Agent for Banner can make your automations easier to manage.

Session Type: Presentation/Demonstration

Student Services

Adirondack Solutions, Inc.

1410: Roommate Matching - Competing Philosophies (1410)

Lead Instructor: David Kritz
Lead Instructor's Organization: Adirondack Solutions

Description: Should 1st-year students be given the opportunity to go online and search for and select their own roommates, or should they be matched with someone selected by a computer algorithm? This past year has seen heated debates on the merits and disadvantages of each. This session will delve into this divisive issue and explain how Adirondack Solutions has decided to handle these competing philosophies. We will show how our housing software is designed to manage either methodology.

Session Type: Presentation/Demonstration

Banner Flexible Registration

1795: Banner Flexible Registration - Best Practices (1795)

Lead Instructor: Kimberly Saving-Sherman
Lead Instructor's Organization: Datatel+SGHE

Description: This session discusses best practices and recommendations for installing, configuring, and managing Banner Flexible Registration. The presentation will include both technical and functional topics.

Session Type: Presentation/Demonstration

1336: Flexible Registration Live! (1336)

Lead Instructor: Renee Slovick
Lead Instructor's Organization: Cuyahoga Community College

Description: See a live demo of Flexible Registration. Topics include how Flexible Registration is integrated into various web pages and other marketing options with Flexible Registration URLs.

Session Type: Presentation/Demonstration

1016: Preparing for a Flexible Registration Implementation (1016)

Lead Instructor: Joan McCready
Lead Instructor's Organization: St. Louis Community College

Description: Your Continuing Education department has decided to implement Flexible Registration. What are some of the functional decisions that need to be made? What are some of the technical issues that have to be resolved first? I will be discussing our task list that was developed by our CE staff, technology staff and SGHE trainer as we prepare for our Flexible Registration implementation for Summer 2012 term.

Session Type: Presentation/Demonstration

1719: Successes and Challenges of FlexReg Implementation at TRU (1719)

Lead Instructor: Anna Machaj
Lead Instructor's Organization: Thompson Rivers University

Description: TRU went live with FlexReg in March 2011. We use FlexReg for Web Registration into our Distance Credit courses and consider extending its implementation to CE courses as well. The presentation will look at the implementation of FlexReg from functional, customization, and installation point of view.

Session Type: Presentation/Demonstration

1855: What's New in Banner Flexible Registration (1855)

Lead Instructor: Rorry Altmann
Lead Instructor's Organization: Datatel+SGHE

Description: This session focuses on what's new in the 8.5.3 release, what's changed, and future direction.

Session Type: Presentation/Demonstration

Banner General

1659: Banner 9 General Feature Overview Part 1 (1659)

Lead Instructor: Cindy Szkaradnik
Lead Instructor's Organization: Datatel+SGHE

Description: This two-part session will provide an overview of the Banner General features in Banner 9. This session (Part 1) will include an in-depth look at changes made to accommodate these core features in the new user interface and a demonstration of the following features in Banner 9: Banner 9 Menu and Object Maintenance, Security, Navigation, Data Tables, Supplemental Data Engine, Item Properties, Data Masking, Global Values, Language support, Message Properties.

Session Type: Presentation/Demonstration

1723: Banner 9 General Feature Overview Part 2 (1723)

Lead Instructor: Cindy Szkaradnik
Lead Instructor's Organization: Datatel+SGHE

Description: This two-part session will provide an overview of the Banner General features in Banner 9. This session (Part 2) will include an in-depth look at changes made to accommodate these core features in the new user interface and a demonstration of the following features in Banner 9: Go To Menu and Options, Master/Detail and UI patterns, The Notification Center, Lookups, Advanced Filter, On-line Help, Data Extract, Accessibility, Browser Support, General changes for Event Management 9.0.

Session Type: Presentation/Demonstration

1880: Banner Documentation Evolution (1880)

Lead Instructor: Zachary Binder
Lead Instructor's Organization: Datatel+SGHE

Description: This session will begin by discussing the purpose and intended audience for each of the existing Banner General Documentation PDF and Online Help deliverables. Once each of the pieces of documentation have been introduced, the future for each manual and detailed plans for restructuring and enhancing the Banner General Documentation set will be discussed. This session will discuss the key differences between Banner General 8.x documentation and the transition to Horizon. Plans to use the Commons to solicit feedback and collaborate with readers about the content and features in the documentation set will also be detailed.

Session Type: Presentation/Demonstration

1651: Banner General - Did You Know? (1651)

Lead Instructor: Lyda Smith
Lead Instructor's Organization: Datatel+SGHE

Description: Attend this session if you want to learn about some of the features of Banner General, Web General and Web Tailor that you might not have known about. You will also learn about some of the recently released features of the product suite along with a roadmap of what is coming up in future releases.

Session Type: Presentation/Demonstration

1685: Banner Security - Part 1 (1685)

Lead Instructor: Les von Holstein
Lead Instructor's Organization: Datatel+SGHE

Description: Has it been a while since you have explored the opportunities and capabilities within Banner Security? Are you looking to distribute the security functions within your organization? Banner security has been enhanced to include features related to security auditing, expanded capabilities in distributed security, security groups, the ability to tie a Banner ID to the Oracle ID on GSASECR and much, much more. This session is the first of a two-part presentation. Part 1 will discuss changes to GSASECR including new user identification, role, class, and object tab changes and new auditing capabilities. Part two will discuss the new group security, enhanced distributed security including the creation of distributed security users, new masking capabilities, security views, and some SSB security enhancements. Attendees will be exposed to the new security functionality enabling them to better manage security within the Banner applications.

Session Type: Presentation/Demonstration

1705: Banner Security - Part 2 (1705)

Lead Instructor: Les von Holstein
Lead Instructor's Organization: Datatel+SGHE

Description: Has it been a while since you have explored the opportunities and capabilities within Banner Security? Are you looking to distribute the security functions within your organization? Banner security has been enhanced to include features related to security auditing, expanded capabilities in distributed security, security groups, the ability to tie a Banner ID to the Oracle ID on GSASECR and much, much more. This session is the second of a two-part presentation. Part 1 will discuss changes to GSASECR including new user identification, role, class, and object tab changes and new auditing capabilities. Part two will discuss the new group security, enhanced distributed security including the creation of distributed security users, new masking capabilities, security views, and some SSB security enhancements. Attendees will be exposed to the new security functionality enabling them to better manage security within the Banner applications.

Session Type: Presentation/Demonstration

1049: Create and Re-use a Generic SQL Report writer Process in Banner (1049)

Lead Instructor: Charles Marsh
Lead Instructor's Organization: University of Wyoming

Description: This presentation from the University of Wyoming will show functional users of Banner how a Job Submission process can be setup securely in INB that can be used to execute any SQL query, allowing bind variables for the query to be entered as parameters to the process, and create a report containing the results of the query in a delimited format. Setting up this process that can be re-used makes it very quick and easy to add new reports that contain the results of any other SQL query. Automating the process and delivering the reports to the end users who need them can be achieved so that end users have their reports waiting for them in their inbox or on a network share when they arrive at their desk each morning. Using other products like Evisions FormFusion, which already handles CSV files easily, the delimited reports from the process can be enhanced to create PDF documents and email individuals in the report.

Session Type: Presentation/Demonstration

1663: Implementation of Proxy Access (1663)

Lead Instructor: Kevin Davidson
Lead Instructor's Organization: Rose-Hulman Institute of Technology

Description: Banner General 8.5, Self-Service General 8.5 and Web Tailor 8.5 delivered a new capability called Proxy Access. A Self-Service Banner (SSB) user can now delegate access to their SSB pages to a proxy identified by an e-mail address or to another SSB user. This session explores the capabilities of Proxy Access and talks through the configuration of options and settings available to customize Proxy Access for your campus. Another component delivered with Proxy Access is a generalized match-n-load capability. For example, some schools may want to load proxy profile (parent demographics) data into the General Person and/or Advancement tables. They may also want to use the parent proxy profile as a mechanism for keeping their parent data up-to-date. We will show a couple ways to accomplish that goal using various levels of automation. Q & A time will be available to address additional issues not covered in the presentation.

Session Type: Presentation/Demonstration

1031: MDUU: A Low-Stress Approach to Implementation (1031)

Lead Instructor: Robyn Velazquez
Lead Instructor's Organization: University of Illinois

Description: MDUU is a recent addition to Banner General and gives us a very powerful tool to use. In fact, its very power can be overwhelming and can be a stumbling block for using it. But, MDUU can be easily divided into simple and complex uses. For the simple uses of MDUU, we will discuss how we worked through setting up an infrastructure, what processes we put in place, and what we've learned about the functionality. This presentation will NOT make you an expert in all the intricacies of MDUU, but should give you a start in using the tool. We will show examples of using the tool, go over our standards, and review some problems we encountered. We hope that by the end of our presentation, you'll be confident of your ability to create and run your first update.

Session Type: Presentation/Demonstration

1834: Multi-Entity Processing (MEP) Implementing or Upgrading to Baseline MEP for Banner (1834)

Lead Instructor: Les von Holstein
Lead Instructor's Organization: Datatel+SGHE

Description: This presentation will discuss the requirements and processes for implementing baseline MEP for Banner and will explore the methodology and considerations for upgrading to Baseline MEP for Banner. Included will be the technical requirements, decisions related to setting up your MEP environment and rules, administration requirements, and tips and tricks.

Session Type: Presentation/Demonstration

1811: Multi-Entity Processing (MEP) Overview and Update (1811)

Lead Instructor: Dave Sharman
Lead Instructor's Organization: Datatel+SGHE

Description: This presentation will provide an overview of Multi Entity processing as well as an update on the adoption of MEP for SunGard Higher Education products and the Services available to support MEP. The overview will address what MEP means from a technical and functional perspective. We will also explore the advantages provided by implementing this baseline approach.

Session Type: Presentation/Demonstration

1605: Mythbusters - Implementing Cascade for Self-Service Banner (1605)

Lead Instructor: Robert Moyer
Lead Instructor's Organization: Datatel+SGHE

Description: Come join the mythbusters as they look to explore some of the common rumors and perceptions around Cascade to determine if they are fact or fiction.

Session Type: Presentation/Demonstration

1273: PIDM Merge Update (1273)

Lead Instructor: Jamie Battin
Lead Instructor's Organization: Datatel+SGHE

Description: Attend this session to learn about the PIDM merge solution targeted for baseline. The community source review committee will discuss the tool and present an overview of functionality. The will discuss the process and testing activities they have completed. SunGard representatives will discuss product roadmap and targeted delivery timelines.

Session Type: Presentation/Demonstration

1403: Protect Your Sensitive Data, Make FGAC (PII and VBS) Work for You (1403)

Lead Instructor: Cheryl Li
Lead Instructor's Organization: Centennial College

Description: Centennial implemented PII (Personal Identification Information) security before banner student module went live back to 2006, to ensure general module data beyond to employees could only be accessed by HR & Payroll users. At that time, PII was still parts of Canadian Localization. After upgraded to Banner 7, Fine Grained Access Control became Banner baseline. Based on other business requirements, we started building VBS (Value Based Security) in different modules. Fine Grained Access Control, this row level security really helps us to protect the sensitive data. In this session, we will share our experience of using the Fine Grained Access Control, as well as how to setup PII, data masking and VBS in banner.

Session Type: Presentation/Demonstration

1866: Success With Mass Data Update Utility (1866)

Lead Instructor: Daniel Looby
Lead Instructor's Organization: Georgia Inst. of Technology

Description: Banner's Mass Data Updating Utility (MDUU) is a business tool that institutions can use to quickly and easily develop batch updating processes that are not met by current Banner functionality. Parameter driven, these procedures can be used over and over again. Georgia Tech has successfully used MDUU to set 'NR'(Not Reported) grades when instructors have failed to submit grades. This presentation will show how easy it is to set up (with security) allowing the functional user to control execution of the process along with the successful execution of a complex process.

Session Type: Presentation/Demonstration

1179: The Little (Supplemental Data) Engine that Could (1179)

Lead Instructor: Daniel Adams
Lead Instructor's Organization: Ivy Tech Community College

Description: Have you ever wished that you could add just a little bit more data to a Banner form without customizations? The Supplemental Data Engine (SDE) functionality will allow you to add data to an existing form in Banner. The best part is, the setup can be accomplished for the most part by functional personnel, and you can report on the data collected. Ivy Tech Community College has used SDEs to collect additional data on various subsets of our population. We have even been able to validate the data against a table we built. Come join us and get on board the Supplemental Data Engine!

Session Type: Presentation/Demonstration

2143: The New Horizon for Events Management (2143)

Lead Instructor: Andy Kearney
Lead Instructor's Organization: Datatel+SGHE

Description: Haven't you wished that Banner Events Management had the functionality to enable online event registration via Self Service? Haven't you wanted to register people to attend an event without having to create a PIDM? Well, NOW YOU CAN!!! Come learn about the new Events Management Solution in Banner 9. We will discuss and demo the new BASELINE functionality in Banner 9 Events Management, as well as provide some examples of how you can use Events Management at your institution. This will be a discussion, demo, idea generating, and interactive session all rolled into 1.

Session Type: Presentation/Demonstration

Banner Student

2014: Academic Advising (BOF) (2014)

Lead Instructor: Wayne Holt
Lead Instructor's Organization: Datatel+SGHE

Description: This client led panel of Academic Advising experts will lead discussion focused on the best practices on how to utilize the Banner Student as well as CAPP and DegreeWorks system to support student academic advising. There will be an opportunity for clients to submit topic prior to Summit for discussion in the session. There also will be open questions, answer and discussion.

Session Type: Birds of a Feather (BOF) Discussion

2016: Academic Advising and Degree Audit Roadmap and Strategy - a look at things to come (2016)

Lead Instructor: Wayne Holt
Lead Instructor's Organization: Datatel+SGHE

Description: Degree audit is critical to student achievement. Listen to SunGard Higher Education experts as they describe best practices and lessons on how best to utilize CAPP and DegreeWorks capabilities to improve retention and student success. The discussion wil inlcude review the product strategy and roadmap for the Banner CAPP and DegreeWorks systems as well as recent releases. The session will include open time for questions, answers and discussion.

Session Type: Presentation/Demonstration

1548: An Insight Into Enhanced Gradebook (1548)

Lead Instructor: Carol Ebbrell
Lead Instructor's Organization: Datatel+SGHE

Description: A demonstration of the Enhanced Gradebook tool created by the European Solution Centre but going into Baseline in Banner 9. Enhanced Gradebook takes a step beyond Gradebook to give anonymous marking, reassessment (mark entry after a student has been rolled into Academic History for a given CRN and term), Audit of how composite marks and grades are computed from components and subcomponents, customisable rules (to decide, for instance, when and for which population of students assessment, reassessment and grade display on the web are available), an enhanced form shatckn to allow, for administrative INB users, the modification of marks and grades in Academic History, a rollback from Academic History functionality, to be used for instance when a whole CRN or some students were rolled by mistake, a one stop shop page - Exam Board Review which gives a single page to update all subcomponent, component and section grades for a student in academic history, a file download and upload by user, CRN, component or subcomponent, either individually or in group. Particpants in this session will inlcude customers particpating in the project as development partners.

Session Type: Presentation/Demonstration

1281: Anonymous Grading (1281)

Lead Instructor: Ronda German
Lead Instructor's Organization: Academic Information & Systems

Description: This presentation is for any Law School that is interested in assigning anonymous Ids, creating their own anonymous grading application based on data from Banner, to produce a file that is uploadable into Banner's SFRSTCR table. Using this application, instructor's can define their grade components, decide if they are anonymous or non-anonymous, assign a weight and a maximum score value. On separate tabs, they can assign component values either anonymously or non-anonymously and view a weighted summary tab with the final component score for grading. There is also a curve/mean grade validation component that will let the instructor know if they are within the acceptable distribution for that course. All necessary data values for courses, students, and instructors are fed to the application by a data file from Banner and instructors use their LDAP credentials to log into the system. Besides the instructor interface, there are also an approver and administrator interface that allow assigned administrators to approve or extract the grades for upload back into Banner.

Session Type: Presentation/Demonstration

1124: Automated Registration Overrides (1124)

Lead Instructor: Anne-Marie Lepine
Lead Instructor's Organization: Carleton University

Description: At Carleton University we use registration restrictions, reserved seating, pre-requisites to manage course access. But there is an exception to every rule! Student needs a course to graduate, took the pre-requisite elsewhere, grades from previous term not available Reviewing requests for overrides, assigning overrides and communicating overrides was becoming a major task for those responsible in the academic departments. The solution was to automate. Come and see how Carleton automated the process to request an override, how departments review these requests, assign the override and communicates the results.

Session Type: Presentation/Demonstration

1017: Automating the Final Grade Roll using UC4 (AppWorx) (1017)

Lead Instructor: Joan McCready
Lead Instructor's Organization: St. Louis Community College

Description: We have automated all aspects of our credit and Continuing Education grade roll processes, including the new Incomplete Grade process SHRCINC. This session will discuss the process of identifying our institutions unique processes, which includes assigning CE grades using a SQL script, and designing a schedule algorithm for CE grade rolls so that the UC4 administrator does not need to update that job each term.

Session Type: Presentation/Demonstration

2036: Banner 9 Attendance Tracking (2036)

Lead Instructor: Carol Ebbrell
Lead Instructor's Organization: Datatel+SGHE

Description: This session will provide an overview, demo and discussion about the Banner 9 attendance tracking enhancement. We plan to show wireframes, prototyopes and a demonstration of what willl be coming with this exciting new function. Particpants in this session will include customers particpating in the project as development partners.

Session Type: Presentation/Demonstration

1379: Banner 9 Beta Experiences (BOF) (1379)

Lead Instructor: Andrea Nunley
Lead Instructor's Organization: Kent State University

Description: Review and discuss the experiences from the different schools that participated in the Banner 9 Beta collaborative project with SunGard. We will have an open discussion covering the timeline, technical installation, functional testing, and feedback process involved in the project.

Session Type: Birds of a Feather (BOF) Discussion

2012: Banner 9 Student Registration Project (2012)

Lead Instructor: Ed Hauser
Lead Instructor's Organization: Datatel+SGHE

Description: This session will review the status and progress to date for the Banner 9 Student Registration project. This project is working on a redesign of the student, faculty/advisor and administrative function and user experience related to student registration. The Banner 9 Student Registration project was kicked off in Fall 2011 and includes customer development partners from around the globe. See the design, functionality, wire frames and hear first hand from the development partners that have been involved in this critical area of function for your Open Digital Campus.

Session Type: Presentation/Demonstration

1915: Banner Student Community Source Functional Review Committee Panel (1915)

Lead Instructor: James Madden
Lead Instructor's Organization: Wheaton College

Description: The Banner Student Community Source Functional Review Committee will share with customers the process for submission, review and approval of customer developed modifications for the Banner Student baseline product. The committee will review the enhancements delivered thus far and review submissions currently under review. There will be opportunities for demonstration and questions and answers.

Session Type: Panel

2031: Banner Student Concurrent Curricula (2031)

Lead Instructor: Kimberly Saving-Sherman
Lead Instructor's Organization: Datatel+SGHE

Description: This session provides and opportunity to get a detailed overview of how to configure and use the Banner Student Concurrent Curricula function. Hear SunGard Higher Education experts as they help customers navigate this flexible function to help students achieve their goals.

Session Type: Presentation/Demonstration

1885: Banner Student Customer Advisory Board Panel (1885)

Lead Instructor: Ed Hauser
Lead Instructor's Organization: Datatel+SGHE

Description: This panel discussion is an opportunity for customers to meet the current Banner Student Customer Advisory Board (CAB). The CAB will share how they work with SunGard Higher Education to help guide and direct product strategy. The panel is an opportunity for customers to provide input to the CAB and suggest ways to improve the CAB's ability to focus on the highest areas of customer need for improvement to quality and overall improvements to the Banner Student system.

Session Type: Panel

1797: Banner Student Kickoff (1797)

Lead Instructor: Kari Branjord
Lead Instructor's Organization: Datatel+SGHE

Description: Come hear the latest news and updates about the Banner Student system from the SunGard Higher Education Student Services product management team. This session will focus on the latest releases, strategy and plans for the Banner Student system in the year ahead. The session will also provide suggestions on sessions to attend at Summit 2012.

Session Type: Presentation/Demonstration

2023: Banner Student Open Learning Registration (OLR) (2023)

Lead Instructor: Kimberly Saving-Sherman
Lead Instructor's Organization: Datatel+SGHE

Description: Many customers utilize the Banner Student Open Learning Registration (OLR) function. Come hear from the SunGard service consultants that have worked with hundreds of customers in implementation of the OLR capabilities. Demonstration and discussion on best practices and training on open learning registration from the Student and Financial Aid perspective. Plenty of opportunity for questions and discussion.

Session Type: Presentation/Demonstration

1007: CAPP Users Group: A Community of Practice (BOF) (1007)

Lead Instructor: Shawn Brayton
Lead Instructor's Organization: University of North Florida

Description: Come meet with the members of the CAPP Users Group and its Steering Committee to discuss future initiatives for expanding our voice and building a community of practice. Learn how you can become an active member of our community.

Session Type: Birds of a Feather (BOF) Discussion

1627: Desperately Seeking No SOUGHT Records (1627)

Lead Instructor: Bebe Daily
Lead Instructor's Organization: Drexel University

Description: The Graduation Application introduced in Banner 8 might make you want to get rid of the Sought records in SHADEGR. This presentation will tell you how we did that at Drexel University. It will help you to identify the records to delete and how to identify the children of and those records that refer back to the deleted records. We will also tell you which Banner settings need to be reset in order to make this work.

Session Type: Presentation/Demonstration

1710: Electronic Transcripts: Provide a Better Service - Save Time/Money - Go Green! (1710)

Lead Instructor: Matt Smith
Lead Instructor's Organization: Colorado State University

Description: As an increasing number of institutions/corporations have begun accepting electronic transcripts, it's time for you to start providing them for your students/former students. This session will detail Colorado State University's implementation of providing electronic transcripts, which is not only saving our school considerable time and money, as well as providing our students/former students with a better service; but also allows us to feel good about going green! The change to providing electronic transcripts may sound daunting at first, but it can actually be done in a timely, efficient time frame. This session will touch all the bases - from automated ordering on the web, to order information automatically processed into Banner, to the automated creation of the actual transcripts, and to the safe and secure electronic delivery of the transcripts. We'll also discuss issues related to processing/receiving electronic transcripts, as well as delivery options and pricing. CSU has partnered with eScrip-Safe / Transcripts On Demand to affordably implement this solution that has turned out to be a win-win for both the university and our students. This session should be of interest to Registrar Office staff, and/or anyone else working with/overseeing the current paper transcript generation process at your institution.

Session Type: Presentation/Demonstration

1089: Enhancing the User-friendliness of SSB pages (1089)

Lead Instructor: Rob Hornberger
Lead Instructor's Organization: Missouri State University

Description: Missouri State University developed a method to enhance communication to the users on several SSB pages. The University addressed four challenges: a) instructors expressed concern about not having a clear confirmation regarding the submission of grades, b) the notification on SSB pages displaying a students confidentiality indicator status needed higher visibility and more specific verbiage, c) students with a hold needed communication that while they couldnt drop a class online because of the hold, they could drop it by visiting the Office of the Registrar, and d) students entering the add/drop page needed a warning notification regarding the possible ramifications of dropping a class (e.g., loss of financial aid eligibility). Each situation required a unique response, but some consistent development techniques were used for all. The solutions involved the development of pop-up notification boxes, which informed the user of the additional information or action needed. The methods were employed without making any modifications to SSB pages. Instead, Javascript, used both as a screen scraper to recognize SSB error codes and an AJAX hook to access the database, was inserted through Web Tailor information text boxes. This presentation will discuss the challenges and solutions, both from a functional and technical perspective.

Session Type: Presentation/Demonstration

1946: Faculty Load Demystified (1946)

Lead Instructor: Antonio Trepesowsky
Lead Instructor's Organization: Datatel+SGHE

Description: So you are looking into Faculty Load in Banner especially since you've been hearing about the cross over functionality with HR in 8. The manually intense process you are currently using is really starting to get old. You gave it your best setup shot, even though many of the forms looked identical, and when you ran the batch jobs, you got no output. This session is for you. We will explore Banner Faculty Load highlighting connections and considerations with FLAC functionality.

Session Type: Presentation/Demonstration

1738: Graduation Can be Easier! (1738)

Lead Instructor: Ann Lotven
Lead Instructor's Organization: Delta State University

Description: Automating processes is always a challenge, especially when it comes to the long standing processes. In the summer of 2010, Delta State University made the decision to automate both the application for graduation and move their manual commencement process into the Banner system. This effort utilized the SunGard Higher Education consulting teams to guide the institution through a Business Process Automation effort to achieve this objective. Join this session to learn how Delta State worked closely with the consulting team to automate their manual processes to achieve efficiencies, reduce workload on a busy Registrars office, and ultimately improve the processing time for the entire commencement process to 1/10 of the time of the previous process. Student feedback has been very positive, as they now have the information and resources at their fingertips to apply for graduation and proceed through the entire commencement process, with the exception of the ceremony, online.

Session Type: Presentation/Demonstration

1054: Hitting the Jackpot with Banner Survey & FERPA (1054)

Lead Instructor: Julie Michael
Lead Instructor's Organization: Duquesne University

Description: Duquesne University, an institution with over 10,000 undergraduate, graduate, law and pharmacy students, collected students FERPA choices on paper until we implemented an electronic solution in the Fall 2010 term. Our search for existing, relevant Banner functionality led us to Banner Survey, which we were able to use with minimal and low-maintenance customization. In this session, we will discuss why we chose this solution, go over the forms involved, and share the minor customizations we made to make this work. This session would benefit those institutions looking for a place to store FERPA information and those interested in learning more about how Banner Survey works.

Session Type: Presentation/Demonstration

1084: How to Configure the System to Run Waitlist (1084)

Lead Instructor: Kee Lee
Lead Instructor's Organization: Purdue University

Description: This session is to show audience step by step of how to configure the system to make Waitlist function work in Banner. That includes how to construct notification, how to setup SOAWLTC, SSAWLSC and other related forms, and how to run the process SFRBWLP.

Session Type: Presentation/Demonstration

1220: If You Build It, They Will Apply (To Graduate) (1220)

Lead Instructor: Bebe Daily
Lead Instructor's Organization: Drexel University

Description: This presentation will describe in detail from beginning to end the Self-Service Graduation Application set-up. In addition, the presentation will include a discussion related to some of the decisions we needed to consider, some of our "gotchas," and what changes to business practices were necessary as a result of rolling this out to the user community.

Session Type: Presentation/Demonstration

1193: Improving Reverse Transfer Practices (1193)

Lead Instructor: Amanda Vasquez
Lead Instructor's Organization: The University of Texas at El Paso

Description: At The University of Texas at El Paso (UTEP), we are committed to serving socioeconomically disadvantaged, historically underrepresented students. In El Paso County, the home of UTEP and El Paso Community College (EPCC), most students live in areas with per capita income levels that are less than $20,000 per year. Given the benefits that accompany completion of a college degree, it is important for UTEP to encourage students to seek associate's degrees from EPCC in addition to bachelor's degrees from UTEP. Many of our students are concurrently enrolled at UTEP and EPCC. At any given time, 75-80% of UTEP students have some college credit from EPCC. Therefore, UTEP designed a process to improve reverse transfer practices and increase the number of associate's degrees awarded to our students. This presentation demonstrates how use of a degree audit system can be used to increase the success of reverse transfer programs and highlights technical best practices, accreditation considerations, institutional transfer policies, and opportunities for future growth.

Session Type: Presentation/Demonstration

1063: No More Fear and Loathing: Embrace CAPP XML Output Today! (1063)

Lead Instructor: Monika Schwartz
Lead Instructor's Organization: Duquesne University

Description: Are you still using HTML or have you gone to XML but haven't made any changes to the Banner-delivered stylesheet? By sharing our experience we hope to address any fears you may have about using the XML output. Duquesne University, currently on Student 8.5, has been engaged in a phased-in implementation of CAPP since Fall 2010. Because we were concerned that the delivered SSB compliance report was confusing to our students, we embraced the opportunity to take advantage of XML processing and design our own. We found that even simple changes produced dramatic results and improved readability. In this session, we will hopefully demystify the concepts of XML and XSLT, give you instructions for working with and testing the stylesheet, and provide samples of the code that we used for our Self-Service output. This session will be beneficial to users with web development experience who want to jumpstart their learning of how to work with the CAPP stylesheet as well as non-technical users who want to gain a basic understanding of the XML output process and share the information with their technical teams.

Session Type: Presentation/Demonstration

1509: On Your Marks, Get Set..Track your Student Athletes! (1509)

Lead Instructor: Laura McKenzie
Lead Instructor's Organization: Idaho State University

Description: This session is for new Banner users or those interested in implementing an athletic compliance system in baseline banner. Idaho State University will cover how they set up the athletic module, how they provide access to student records, how they limit athletes from dropping below full time and how they utilize their reporting tool (Argos) to provide additional information to their athletic department.

Session Type: Presentation/Demonstration

1674: OneStop Student Services - Bringing It All Together (1674)

Lead Instructor: Roberta Oberpriller
Lead Instructor's Organization: The College of St. Scholastica

Description: The College of St. Scholastica's OneStop Student Services delivers seamless processes to all students, allowing them to self-manage the business of being a student. Students can register for classes, review grades, accept financial aid awards, view and pay bills and much more, all at one convenient location. The College's Senior Administration established the development of OneStop Student Services as a 2011-12 strategic priority. Members of the OneStop task force, composed of representatives from Financial Aid, Registrar, Student Accounts and IT, were tasked with creating a OneStop to: 1. enable students to complete the majority of business transactions in a virtual web environment 2. address the unique needs of a growing population of extended studies, on-line and graduate students 3. establish a staff of cross-trained counselors at a net zero staffing increase 4. increase back-office efficiencies This session will discuss how the College of St. Scholastica is leveraging Sungard and Sungard partner products to create its state of the art OneStop Student Services. The session will demonstrate how St. Scholastica is using Banner, Banner Student Self-Service, Luminus 5 portal, Banner Document Management Suite (BDMS), Banner Relationship Management (BRM), Cognos/ODS and UC4 Applications Manager to create a OneStop experience for students.

Session Type: Presentation/Demonstration

2021: Preparing for B9 - Readiness Assessment for Banner 9 (2021)

Lead Instructor: Andy Kearney
Lead Instructor's Organization: Datatel+SGHE

Description: Banner 9 is a wonderful set of new user experience and functional capabilities for Banner. Hear from the SunGard Higher Education services team as they review their many offers to help customers prepare for and implement the new Banner Student capabilities.

Session Type: Presentation/Demonstration

1877: Records and Registration (BOF) (1877)

Lead Instructor: Ellen Jetto
Lead Instructor's Organization: Datatel+SGHE

Description: This customer led panel session provides an opportunity to share Banner records and registration best practices and other tips, tricks and how tos that are related to the daily operational use of the Banner Student records and registration function. Questions, answers and lots of discussion are encouraged.

Session Type: Birds of a Feather (BOF) Discussion

1959: Reviewing End of Term Best Practices (1959)

Lead Instructor: Scotty Schell
Lead Instructor's Organization: Datatel+SGHE

Description: Review the steps necessary to successfully close an academic history term highlighting best practices. Also covers new Banner 9 online grade processing as well as optional steps like Grade Mailer, Registration Error Checking, and Incomplete Grade processing.

Session Type: Presentation/Demonstration

1953: Reviewing Start of Term Best Practices (1953)

Lead Instructor: Amy Gaines
Lead Instructor's Organization: Datatel+SGHE

Description: Ever wonder if you are doing all the start of term steps you should be? Second guess yourself no longer! We'll review the recommended start of term forms for each area: Schedule, Faculty Load, Admissions, Accounts Receivables, Registration, Housing, and SSB.

Session Type: Presentation/Demonstration

1123: Scheduling and Registration Tips & Tricks (1123)

Lead Instructor: Emily Johnson
Lead Instructor's Organization: St. Catherine University

Description: New to Banner? Looking for an easier way to add courses, cross-list a course, or manage reserve seating? This session will cover tips and tricks for the course scheduling and registration processes that will help save time, improve efficiency and customer service!

Session Type: Presentation/Demonstration

1254: Self-Service Banner 9.0 Faculty Grade Entry Overview and Demonstration (1254)

Lead Instructor: Cyndy Bunte
Lead Instructor's Organization: Datatel+SGHE

Description: Come experience the first Self-Service Banner 9.0 application: Faculty Grade Entry. Faculty will enjoy the newly improved user interface and experience of entering grades quickly, easily and accurately. With the help of our Development Partners, we’re excited to demonstrate how we have consolidated existing Banner Self-Service grading functionality into one page and added new features including: * a unique Course List displayed upon log-in for the user * display of student photos * dynamic course grading statistics * import/export tool for grade and attendance data. Participants in this session will include our Development Partners that helped shape this exciting new application. Please join us!

Session Type: Presentation/Demonstration

2190: Shifting Academic Models for Student Registration (2190)

Lead Instructor: Jim McLaughlin
Lead Instructor's Organization: Datatel+SGHE

Description: What is going on in the world of student services globally? These themes have been consistent over the past few years, with pressures continuing to mount: tuition increases, attention on value for the dollar as measured by economic success of graduates, student mobility, and graduation and retention. 2011 saw riots over tuition increases in Chile, the UK, and the U.S. Governments are stepping in to regulate the programs and curricula of institutions worldwide, and students are becoming increasingly selective about the way in which they are spending their money. How will the educational institutions around the world respond? They must provide increased decision support and guidance in the program and course selection processes, they must inject avenues for degree flexibility, and they must ensure transferability of coursework or achievement. We’ve already begun to see the proliferation of degree completion programs. Schools in the U.S. are working to improve advisement processes such that full-time students graduate in 4 years. This session will be a panel discussion including four customers working with Datatel+SGHE as development partners on the Banner 9 registration project. The customers will talk about their thoughts on the shifting models for student registration and what they are doing today and thinking about how they may change for their schools in the future.

Session Type: Presentation/Demonstration

1819: SHRPESE is easy (1819)

Lead Instructor: Michael Tulino
Lead Instructor's Organization: Pima Community College

Description: Is your school considering implementing the Banner XML transcript export process (SHRPESE)? Come hear how the Registrar Office at Pima Community College, one of the country's largest multi-campus community colleges, has utilized this SunGard baseline feature to enhance service to students and cut administrative costs. Topics for discussion include project goals, IT collaboration, step-by-step Banner configuration, UT SPEEDE partnership and business process. This session will be a great opportunity to learn more about implementation strategies, best practices, successes, and how to navigate potential challenges while implementing XML transcript export.

Session Type: Presentation/Demonstration

1012: SOREMAL E-mail Process as a Student Communication Tool (1012)

Lead Instructor: Debra Smith
Lead Instructor's Organization: Tyler Junior College

Description: Use of the SOREMAL e-mail process as a student communication tool has become vital to the Business Service office as a means to communicate to our student population and also save valuable budget dollars. The SOREMAL process has allowed us to eliminate the preparation and mailing of statements, an estimated savings of $19,000. per year. The SOREMAL process uses a file generated by a popsel in Banner to select a group of students to receive a notification of a balance owed to the school. The Banner file is converted to a dat. file by IT and the student's e-mail addresses are pulled into the file, which is then processed by SOREMAL. Popsels can be created for certain groups of students, such as students on an installment plan, and an e-mail be sent to only that group of students. SOREMAL is a great communication tool that saves both time and money with no need to customize.

Session Type: Presentation/Demonstration

1006: Stop Gambling with Class Wait Lists and Start Using Automatic Processing! (1006)

Lead Instructor: Monika Schwartz
Lead Instructor's Organization: Duquesne University

Description: Duquesne University has used wait lists in Banner since going live with Banner 7. Our original process involved decentralized staff monitoring of reports and notification to students. In addition to being an almost completely manual process, it was unfair to students, as there was no way to enforce institutional policy regarding how much time a student had to register before the seat was offered to the next student. We have now gone through several successful registration and add/drop periods with Banner 8's automatic wait list processing functionality, with positive response from both students and advisors. This session will cover the process of setting up automatic wait list processing, describe how it works, discuss configuration decisions, and report on our results and lessons learned. Registrar's office staff interested in implementing automatic wait list processing or any staff currently manually reviewing wait lists who would like to learn more about what Banner offers would benefit from attending this session. By the end of the session, you will know the forms involved in setting up wait list processing, be prepared to consider what configuration options are most appropriate for your institution, and be forewarned about some of the 'gotchas'.

Session Type: Presentation/Demonstration

1742: Student Clearinghouse: Questions Answered (1742)

Lead Instructor: Luke Gentala
Lead Instructor's Organization: Liberty University

Description: With more than 70,000 unique non-traditional and traditional students who are reported to the Student Clearinghouse each year, Liberty University has often been asked how we manage the complexity of our Student Clearinghouse file submissions. Come learn how we at Liberty University, after years of modding, reverted to using baseline Banner for our enrollment files. This session will explain how the Banner job SFRNSLC works, what recent features have been added, how to understand the format of the EDI file it produces, and how Liberty stores this file for future reporting and audit support. It will also explain how Liberty University handles year round degree conferral, part of term configuration, and submission of withdrawal and degree files.

Session Type: Presentation/Demonstration

1111: Student Retention and Early Identification via Self Service Banner (1111)

Lead Instructor: James Madden
Lead Instructor's Organization: Wheaton College

Description: All Levels of Functional Users and Technical personnel can learn about the integrated Wheaton Identification Service "WISe" {addon to Self-Service Banner}. The "WISe System" is used to gather Retention and Early Identification indicators and data. This session will discuss development and integration. Functionality, notification, and reporting are illustrated followed by a discussion of the issues and benefits. The package code, documentation and tables descriptions should be submitted to the Community Source Initiative soon.

Session Type: Presentation/Demonstration

2019: Student Services Community Networking (BOF) (2019)

Lead Instructor: Ed Hauser
Lead Instructor's Organization: Datatel+SGHE

Description: This BOF session was introduced at Summit 2011. A wonderful opportunity for customers and SunGard Higher education folks to gather in an informal setting with fun activities to get know people from other campuses with similar roles and responsibilities in the use and implementation of Banner Student and PowerCampus solutions.

Session Type: Birds of a Feather (BOF) Discussion

1318: Student Services Customer Roadmap (1318)

Lead Instructor: Ed Hauser
Lead Instructor's Organization: Datatel+SGHE

Description: Join us to learn about the Banner Student related product roadmap. The presentation will focus on Banner 9 product roadmap features for 2012 and beyond. This session will allow time for open question/answers and discussion.

Session Type: Presentation/Demonstration

2140: Student Services Strategic Focus Group Session (2140)

Lead Instructor: Andy Kearney
Lead Instructor's Organization: Datatel+SGHE

Description: What are we doing right, what do we need to improve, what are our client's needs? This session is going to be entirely different from the typical BOF sessions in that this will be a structured "Focus Group" aimed at better understanding and acting on our clients' needs, including the following: What are our clients' needs and critical issues? What services are our clients in need of the most? As Banner 9 continues to roll out, how will their service needs change? What services have been introduced as a result of the launch of Banner 9 and finally, how interested are our clients in engaging in SunGard to deliver these services? Depending on the size of this session, smaller groups will be organized in order to focus on specific topics. Using an interactive polling device, each participant will have the opportunity to rate and prioritize their needs and issues in order to help ensure we as a company are responsive and staying on top of the ever changing culture, trends, and needs of higher education. This will be a mult-panel led discussion including other client representatives

Session Type: Panel

1020: The Banner 9 Experience (1020)

Lead Instructor: Ed Hauser
Lead Instructor's Organization: Datatel+SGHE

Description: Come see the latest for Banner 9. You will see live demos of both Administrative Banner and Banner Self-Service enhancements. The functional areas include, catalog and schedule, faculty grade entry, event management as well as general improvements to navigation and look and feel. We will also provide a glimpse of some Banner 9 projects in progress, such as student registration. Particpants in this session will include customers particpating in the project as development partners.

Session Type: Presentation/Demonstration

1948: This is How we Roll- SSRROLL (1948)

Lead Instructor: Nicole de Vries
Lead Instructor's Organization: Columbus State University

Description: Banner users may resist copying section data from term to next like term due the nature of changes needed to keep data in line but this fear can be curbed and to an immense benefit! Afraid some sections might not get reviewed? Problematic coding and curriculum changes? Want to keep things in some places but not others? Tired of entering every section by hand semester after semester? Come see how we roll - Learn about simple, scalable procedures, checks and solutions Columbus State University has refined to successfully implement a rolling terms process using SunGards out of the box SSRROLL Banner process. Our roll process discussion will cover the caveats of the 42 parameter job, technical and functional challenges and solutions, as well as show areas where man hours can be regained: standardize scheduling, reduce data entry coding errors, easily ensure sections are review, give departments positive flexibility! End users, departments and data stewards across campus are raving- now that we roll, we wouldn't go back. Come share in the practical resolutions, helpful APIs, course schedule development timelines and best practice concepts in copying and managing section data.

Session Type: Presentation/Demonstration

1197: Transfer Articulation Basics (1197)

Lead Instructor: Betsy Shook
Lead Instructor's Organization: Western New Mexico University

Description: This session is for those new to Banner Transfer Articulation and/or those wanting to make sure Transfer Articulation will work correctly with course catalog, course attributes, and CAPP. The step by step process of setting up transfer institutions, variable calendar types, transfer grades, transfer courses, course equivalencies, and student data entry will be shown. We will also look at how to produce Transfer Equivalency worksheets, roll transfer work into student history, student transcripts with transfer work, and CAPP output with transfer work.

Session Type: Presentation/Demonstration

1320: Transfer Articulation of the Future (1320)

Lead Instructor: Ed Hauser
Lead Instructor's Organization: Datatel+SGHE

Description: As recruitment and retention continue to be key initiatives for you on campus, the process of transfer articulation becomes increasingly important. Join us for a discussion about this important area and how the process of transfer articulation can be improved. Hear our vision for the improved transfer articulation processes for students and administrators, join us in the discussion, provide us with your insights and get your questions answered.

Session Type: Presentation/Demonstration

1551: Transfer Evaluation Services - A New Beginning (1551)

Lead Instructor: Brian Hodge
Lead Instructor's Organization: Nova Southeastern University

Description: This session will review how Nova Southeastern University (NSU) centralized its transfer evaluation services to expedite the evaluation of transfer credits for prospective students. NSU began approximately two years ago with a blank Banner database of articulated course equivalencies and now has a database of over 175,000 courses from over 1,500 institutions. Whereas the prior transfer process required students to request an evaluation of prior coursework, prospective students now are identified and have articulation award letters in as few as two days. Through the utilization of reports, workflows, and targeted student communications, a process that was once disjointed and completely manual has been transformed to one that ensures superior service.

Session Type: Presentation/Demonstration

2026: U.S. Federal Gainful Employment (2026)

Lead Instructor: Ellen Jetto
Lead Instructor's Organization: Datatel+SGHE

Description: This session will provide an overview and demonstration of the new solution that help U.S. customers deal with Gainful Employment reporting. The Banner Student 8.5.2 releases will be reviewed. Opportunity for question and discussion of these important new features.

Session Type: Presentation/Demonstration

1277: Upgrades/Patches: Creating Test Plans (1277)

Lead Instructor: Carol Grey
Lead Instructor's Organization: Drexel University

Description: You are busy enough with your day-to-day workload when along comes another upgrade or patch. Having a pre-developed test plan will save you time and effort and help ensure that the upgrade or patch will work correctly when implemented. This session will take you through the processes and procedures Drexel University uses in testing the Banner Student module each time there is an upgrade or patch. Examples from the upgrade to Banner 8.5 will be used, but this applies to any and all upgrades. Functional users who work with the Student module and are involved in testing would benefit from this session.

Session Type: Presentation/Demonstration

1154: Using the SOREMAL Banner Process to Send a Formatted HTML Letter to Students (1154)

Lead Instructor: Dina Britan
Lead Instructor's Organization: SUNY Downstate Medical Center

Description: Banner Forms to set up a Formatted HTML letter to be send to students with Holds that prevent Registration, SURLOAD process to load pidms from a flat file to GURMAIL, SOREMAL process to send a Formatted letter using Pop Sel or Single ID. Other Options to enhance the SOREMAL process.

Session Type: Presentation/Demonstration

Cardinal Tracking, Inc.

1691: Integrating a Parking Management System with Banner Digital Campus (1691)

Lead Instructor: Laura Mason
Lead Instructor's Organization: Cardinal Tracking, Inc.

Description: Historically, parking space availability has not kept pace with the increasing campus populations. Parking permits and campus citations are two tools used to offset the growing costs of campus parking. A parking software solution that directly integrates with Banner Digital Campus is another tool that can provide a substantial benefit to both student and administrator. An integrated system eliminates the need for manual ticket and permit processing by posting permit and ticket fees to a students account in real time. Payments made in person at the parking office, bursar's office, or on line and will be immediately credited to a students account, eliminating the need for additional communication between the parking office and Banner. In addition, the costs of collecting on outstanding fines and fees can be significantly reduced by using one billing system, instead of separate parking and student account billing. This session will provide specific suggestions on parking management efficiency, the cost benefits of an integrated solution and an overview of the real-time bi-directional integration developed by Cardinal Tracking and the SunGard Higher Education Integration team.

Session Type: Presentation/Demonstration

Event Management Systems (EMS) Software

1773: Coming to Grips with Growth: Campus Room and Service Scheduling Challenges (1773)

Lead Instructor: Tyson Smith
Lead Instructor's Organization: Event Management Systems (EMS) Software

Description: Higher education enrollment has grown 38% in the last decade, according to the US Department of Education. If your institution is like most, neither your budget nor your available physical space is keeping pace. This session will identify the most common resource challenges colleges face, including limited space, poor facility utilization and ineffective scheduler/service provider communication. Join us to discuss the benefits of having a campus-wide solution (i.e. for all academic and non-academic scheduling) that is directly integrated with your Banner or PowerCampus system. Discover how a system like this not only addresses your scheduling needs, but also makes your facilities, and the classes/events taking place in them, more accessible and more valuable to your campus and community.

Session Type: Presentation/Demonstration

Infosilem Inc.

1967: Scheduling Strategies that Deliver Proven Results! (1967)

Lead Instructor: Pierre Guay
Lead Instructor's Organization: Infosilem Inc.

Description: Meet todays challenges of limited space, increasing enrollments and tight budgets. Learn from Infosilem how you can do more with less by: automating your processes for maximum resource efficiency streamlining data collection from your academic departments balancing your course distribution to unlock your space bottlenecks leveraging student study plans to ensure a clear path to graduation generate powerful planning and analytical business intelligence Packed with practical advices, product demos, and real case studies this session lays out powerful scheduling strategies that deliver proven results.

Session Type: Presentation/Demonstration

Microsoft Corporation

2224: Microsoft and Your Digital Campus (R) (2224)

Lead Instructor: Robert Curtin
Lead Instructor's Organization: Microsoft

Description: A focused conversation on Microsofts investments in Cloud, Campus, and Consumer technologies and how they add value to your Digital Campus. This session will focus on the relevant Microsoft technologies that provide foundational support to PowerCAMPUS and Recruiter, virtualize Banner, and engage students and faculty in class, on the go, and at play.

Session Type: Presentation/Demonstration

2225: Microsoft and Your Digital Campus (R) (2225)

Lead Instructor: Robert Curtin
Lead Instructor's Organization: Microsoft

Description: A focused conversation on Microsofts investments in Cloud, Campus, and Consumer technologies and how they add value to your Digital Campus. This session will focus on the relevant Microsoft technologies that provide foundational support to PowerCAMPUS and Recruiter, virtualize Banner, and engage students and faculty in class, on the go, and at play.

Session Type: Presentation/Demonstration

National Student Clearinghouse

1816: Banner Integration with Clearinghouse Transcript Services (1816)

Lead Instructor: Adriene Doray-Franklin
Lead Instructor's Organization: National Student Clearinghouse

Description: Complete, seamless integration between your Banner SIS and the National Student Clearinghouses suite of Transcript Services makes accepting and processing orders for transcripts easy and secure, while requiring no manual intervention by your staff. In addition, integrating your Banner SIS with the National Student Clearinghouses Transcript Services can include the benefit of delivering electronic transcripts, with full security features that ensure document controls and rights management. This panel session will include technical staff from the National Student Clearinghouse, along with staff from the Office of the Registrar of universities that use the Banner SIS and have integrated with the Clearinghouses transcript solution. Learn how peer schools have saved time and money through the Clearinghouse while improving service to students and alumni. Learn how your school can adopt the Clearinghouse's free transcript solution--and how integration with your Banner SIS is easier than ever to achieve, now that the Clearinghouse has created an integration solution for you!

Session Type: Panel

PowerCAMPUS Student Administration

1296: Academic Plan Panel (1296)

Lead Instructor: Carol Dandary
Lead Instructor's Organization: Datatel+SGHE

Description: With Academic Plan on the list for overhaul, this panel discussion will allow seasoned users of Academic Plan and audience participants to tell the true story. If we are to re-evaluate this tool, what are the needs, what is currently missing, and what is essential to make this work for your institutions.

Session Type: Panel

1293: Academic Records (BOF) (1293)

Lead Instructor: Carol Dandary
Lead Instructor's Organization: Datatel+SGHE

Description: This is the session to share your tips and tricks, discuss your challenges, and give constructive feedback on the Academic Records setflow of the PowerCAMPUS application.

Session Type: Birds of a Feather (BOF) Discussion

1335: Bookstore Kiosk (1335)

Lead Instructor: Don Erlitz
Lead Instructor's Organization: Northwest University

Description: We have integrated Power Campus into a Kiosk for students to get their book lists with classes as well as their parking passes.

Session Type: Presentation/Demonstration

1579: Change: Not Just a Taylor Swift song, Change Management Can be Positive! (1579)

Lead Instructor: Michelle McIntire
Lead Instructor's Organization: Datatel+SGHE

Description: Consider how hard it is to change yourself and you'll understand what little chance you have in trying to change others. If Ben Franklin said this before the technology age, can you imagine what he would say about us now? Change - no matter if it's an ERP, personnel changes or just a simple business process is scary for most people. However, there are ways to manage this to make this a positive experience. This session will walk through the three phases of change: Preparing for Change, Managing Change and Reinforcing Change and walk through the sequence of activities that can enhance this process on your campus. This session will be beneficial for anyone that is interested in effective change - no matter if a manager or an end user. If the only thing that is inevitable is change, let's just embrace it and be rock stars!

Session Type: Presentation/Demonstration

1195: Contact Your Advisor and Instructors Form - Custom Additions to Self Service (1195)

Lead Instructor: James MacLain
Lead Instructor's Organization: Tompkins Cortland Comm College

Description: We have created a simple custom page that looks up the students current assigned advisor and presents it to them, along with a short form to send an email message to the Advisor. Also we have a Contact Your Instructors page as well. it presents the student with a list of their instructors from their scheduled classes and allows them to select one or more to send a short email message to them. Both of these pages speed and ease contacting advisors and instructors for the students.

Session Type: Presentation/Demonstration

2145: Developing a Comprehensive Training Manual Individualized for your Institution (2145)

Lead Instructor: Erin Cook
Lead Instructor's Organization: Lenoir-Rhyne University

Description: Documentation of policies and procedures of data entry is critical to maintaining data integrity and standards. This session will go step by step through the development of a customized data standards manual including working systematically with campus offices to define populations, statuses, and decisions, explaining to staff not only how to enter data, but the why behind the action, and providing examples of correct data processes. The end result is a data manual that articulates the institutions practices and procedures while maintaining the integrity of the PowerCAMPUS product.

Session Type: Presentation/Demonstration

1129: Intro to TC3 Student Notifications System, Mining data from PC Database (1129)

Lead Instructor: James MacLain
Lead Instructor's Organization: Tompkins Cortland Comm College

Description: This is an introduction to the TC3 Notifications System. Through the use of various stored procedures, scripts, and code, we collect important events and happenings from the PowerCAMPUS database, as well as other sources, and present the student with these through our student notifications systems. Items such as placement to the stop list, attendance, grades being posted, classes starting soon, class cancellations, etc., are collected and presented in to the student in Self Service, our mobile application and SharePoint Portal. All of these notifications are intended to help the student understand when important events and deadlines are approaching and when things have happened to their accounts and financial aid. All of these notifications are specific to the student viewing them and are targeted to help them succeed.

Session Type: Presentation/Demonstration

1317: Introduction to the Online Application In PowerCAMPUS & Self-Service (1317)

Lead Instructor: Ben Apperson
Lead Instructor's Organization: Datatel+SGHE

Description: In this session we will go over setting up and using the Online Application. This will include the PowerCAMPUS Admissions setups as well as using/ the xml files for the application. Finally we will touch on the handling (or review) of the application once submitted. The goal of this session will be enabling the user to setup the Online Application and implement it at their own school.

Session Type: Presentation/Demonstration

1507: I've Established a Data Steward Group, Now What? Lessons From the Field and Other Brilliant Ideas (1507)

Lead Instructor: Michelle McIntire
Lead Instructor's Organization: Datatel+SGHE

Description: Do you have some users that don't play well with others? If so, this is the session for you. This presentation will discuss the need for a data stewards group on campus and address the considerations to maximize the power of the group. This presentation will present a case study of Rockford College (PowerCAMPUS client) but will also explore best practice options for the implementation and management of a similar data standards group at other institutions.

Session Type: Presentation/Demonstration

2146: Leveraging PowerCAMPUS Scheduled Actions to Develop a Comprehensive Communication Plan (2146)

Lead Instructor: Erin Cook
Lead Instructor's Organization: Lenoir-Rhyne University

Description: Through the use of action rules, definitions, and mailing list variations, the opportunities to communicate with students are limitless. Walk through how one university has developed a comprehensive communication plan for specific populations and enrollment stages to ensure students are receiving communication customized to their needs. Examples will be shown on how to get started, the development of a communication plan, testing, and implementation.

Session Type: Presentation/Demonstration

1829: National Student Loan Processing Program (1829)

Lead Instructor: Geoffrey Ritchey
Lead Instructor's Organization: Lubbock Christian University

Description: Database stored procedure and web interface to prepare a student status report to be sent to National Student Clearinghouse.

Session Type: Presentation/Demonstration

1294: Panopto Course Capture (1294)

Lead Instructor: Don Erlitz
Lead Instructor's Organization: Northwest University

Description: Panopto Course Capture helps faculty and students enrich the learning environment. With the cost of this type technology being high, this session talks about bringing a learning environment at a vital time in our economy and need for better technology in the classroom. How it interacts with PowerCampus is the best part of its use.

Session Type: Presentation/Demonstration

1271: PowerCAMPUS 8.0 -- An Overview (1271)

Lead Instructor: Carol Dandary
Lead Instructor's Organization: Datatel+SGHE

Description: PowerCAMPUS 8.0 is expected to be released December 2011. This release has given us technical currency in our PowerBUILDER Application, along with the foundation to move, more effectively, into the global market. The database is now multi-byte or Unicode compliant and has new functionality to allow more regional compatibility in our international market. Join this session to preview what we've done, what we did to get there, and how it all looks.

Session Type: Presentation/Demonstration

1708: PowerCAMPUS Analytics with Argos (1708)

Lead Instructor: Michael Furtado
Lead Instructor's Organization: Datatel+SGHE

Description: This session will demonstrate PowerCAMPUS Analytics solutions driven by Argos

Session Type: Presentation/Demonstration

2052: PowerCAMPUS Application of Payments (2052)

Lead Instructor: Angelica Oropeza
Lead Instructor's Organization: Datatel+SGHE

Description: Ever wish that once you create a receipt in PowerCAMPUS the system will apply it to your highest priority charges automatically? This new feature allows you to link automatically your payments against the charges you setup as priority. In this session we will demonstrate this PowerCAMPUS localization, how to configure it and how it improves the accounts relation. We will also explain the internal process and how it reflects on PowerCAMPUS.

Session Type: Presentation/Demonstration

1351: PowerCAMPUS Community Source Initiative - One Year Later (1351)

Lead Instructor: Timothy Densmore
Lead Instructor's Organization: TC3

Description: During its first year of existence, the PowerCAMPUS Functional Review Committee has been busy looking at modifications and enhancements, big and small, submitted by members of the PowerCAMPUS community. This session will take a look at how the process works and then look at how some of those submissions have gone through to have a life in the PowerCAMPUS product.

Session Type: Panel

2204: PowerCAMPUS Meet and Greet (2204)

Lead Instructor: Linda Casotti
Lead Instructor's Organization: Datatel+SGHE

Description: The PowerCAMPUS Meet and Greet session provides an opportunity for the PowerCAMPUS customers to network with their colleagues and SunGard Higher Education staff.

Session Type: Birds of a Feather (BOF) Discussion

1209: PowerCAMPUS Opening Session (1209)

Lead Instructor: Kari Branjord
Lead Instructor's Organization: Datatel+SGHE

Description: Please join your SunGard Higher Education Product Management team to get an update on the PowerCAMPUS solution. In this session, you'll have a recap of recent releases as well as an introduction to new initiatives and functionality targeted for the future.

Session Type: Panel

1214: PowerCAMPUS Self-Service 101: Getting Started with Self-Service (1214)

Lead Instructor: Adrian Smith
Lead Instructor's Organization: Northland International University

Description: Functionality provided by PowerCAMPUS Self-Service unites students, faculty and staff in a common environment to perform a plethora of institution critical functions. The combined interface accessed by students, faculty and staff provides a unique platform to accomplish both basic and advanced needs of your institutions. This session will step through the functionally included in version 7.4 (and above). Considerations for authentication, registration groups, advising, security roles, text prompt updates and small application customizations will be discussed.

Session Type: Presentation/Demonstration

2201: PowerCAMPUS User Group Meeting (BOF) (2201)

Lead Instructor: Linda Casotti
Lead Instructor's Organization: Datatel+SGHE

Description: PowerCAMPUS User Group Meeting for all PowerCAMPUS customers. Be sure to pick up your box lunch in Shorelines B before proceeding to the meeting room for this Birds-of-a-Feather (BOF) session.

Session Type: Presentation/Demonstration

1393: Scheduled Actions: Attaching Documents (1393)

Lead Instructor: Sandy Hendrickson
Lead Instructor's Organization: Northwest University

Description: This presentation will discuss the use of Scheduled Actions in PowerCAMPUS to track all stages of the transcript review process. Both Action Rules and the individual assignment of specific actions are employed. The Transcript Review document is also attached for greater access by authorized users. The end result is the ability to track work load, the number of times a transcript is reviewed, as well as documenting pre-approved coursework.

Session Type: Presentation/Demonstration

2084: Upgrades - More than Just Running a File! (2084)

Lead Instructor: Michelle McIntire
Lead Instructor's Organization: Datatel+SGHE

Description: Preparing for an upgrade involves so much more than identifying a date and a technical resource. This presentation will look at the various things an institution needs to do in preparation for successfully implementing an upgrade including reading documentation, running on a training database and addressing customizations.

Session Type: Presentation/Demonstration

1394: Using PowerCAMPUS in the Registrar's Office (1394)

Lead Instructor: Sandy Hendrickson
Lead Instructor's Organization: Northwest University

Description: Getting started in PowerCAMPUS can be a simple process yet complex at the same time. There is no standing still in regards to academic and organizational development. This session will discuss some of the basic PowerCAMPUS tools and processes commonly used by a Registrars Office as well as some creative solutions created to meet unique institutional needs. Building and maintaining a comprehensive plan for identification and storage of academic data is vital for all aspects of institutional activities. The question is, if you could start all over again, what would you do different.

Session Type: Presentation/Demonstration

1747: Using the Course Home Page to Improve Class Interaction (1747)

Lead Instructor: Tina Stuchell
Lead Instructor's Organization: University of Mount Union

Description: There is learning management system (LMS) functionality available part of PowerCampus. The PowerCampus Course Home page functionality includes viewing faculty schedules, adding activities, creating discussion threads, viewing class enrollment, creating class announcements and libraries. As well as keeping track of attendance, posting of grades, assigning a course assistance and turning in course assignments using drop box functionality. Some faculty at the University of Mount Union have used PowerCampus course home page functionality to enhance their teaching and learning class room experiences for the past three years. This presentation would include and overview of course homepage functionality. The University of Mount Union is a private liberal arts university founded in 1846 with an enrollment of 2200.

Session Type: Presentation/Demonstration

StarRez, Inc.

1814: Deploying the New Banner/StarRez Web Services for Housing Integration (1814)

Lead Instructor: Joe Lindwall
Lead Instructor's Organization: StarRez, Inc.

Description: StarRez and Datatel+SGHE will jointly present the StarRez/Banner Web Services solutions for interfacing the range of Banner Higher Education solutions with the StarRez student housing solution. Through a close development collaboration, StarRez and Datatel+SGHE have developed a standardized set of Banner and StarRez Web Services to efficiently integrate a range of Banner Student and Financial data to quickly and easily share data between the systems real time. Banner Web Services are fully supported by SunGard ensuring cost effective and reliable integration solutions that minimize the IT resource required for implementation and support. The Banner Web Services communicate directly with the matching StarRez Web Services providing the most efficient and easy-to-implement integration solution available. Integration points include the following: Student Demographic/Academic data, Room Assignments, Campus Address, Student Financials, Meal Plans and the Luminis Portal. Leveraging the latest in Web Services technology, the new Banner Web Services allow institutions to have a fully integrated housing solution using industry best practices that can be fully delivered by Datatel+SGHE and StarRez with minimal effort from the institutions resources. It will help provide an understanding of data flow and the efficiencies this can provide staff whilst enhancing the student experience.

Session Type: Presentation/Demonstration

Student Success and Retention

Banner Student Retention Performance

1976: Banner Student Retention Performance Overview (1976)

Lead Instructor: Mike Salisbury
Lead Instructor's Organization: Datatel+SGHE

Description: Banner Student Retention Performance leverages SunGards data warehouse solution and enables Directors of Retention, Institutional Researchers, Registrars, Advisors, and other key stakeholders in student success to be self-sufficient in analyzing student progress, performance and engagement. Come learn more about how the solution supports decision-making at all levels of your organization with pre-packaged dashboard charts and scorecard reports as well as ad hoc reporting and analysis tools. Attendees will learn about new and innovative ways to enable end users at all levels of your organization to be self-sufficient in gaining immediate insight into student how well retention and student success programs are working.

Session Type: Presentation/Demonstration

2124: Student Retention Performance Client Panel (2124)

Lead Instructor: Mike Salisbury
Lead Instructor's Organization: Datatel+SGHE

Description: Clients who are implementing Student Retention Performance and representatives from the Banner Student Retention Performance development partner group will discuss their experiences the value they see in the solution and their plans for leveraging the solution in supporting their efforts to improve student engagement retention and success.

Session Type: Panel

2218: Student Retention Performance Hands-on-Training (HOT) (R) (2218)

Lead Instructor: Becky Garrison
Lead Instructor's Organization: Datatel+SGHE

Description: Banner Student Retention Performance leverages SunGards data warehouse solution and enables Directors of Retention, Institutional Researchers, Registrars, Advisors, and other key stakeholders in student success to be self-sufficient in analyzing student progress, performance and engagement. Come learn more about how the solution supports decision-making at all levels of your organization with pre-packaged dashboard charts and scorecard reports as well as ad hoc reporting and analysis tools. Attendees will learn about new and innovative ways to enable end users at all levels of your organization to be self-sufficient in gaining immediate insight into student how well retention and student success programs are working. Attendance at this hands-on session is limited to registrants who use the schedule builder to sign up. Additional seating may be available on a first-come first-served basis.

Session Type: HOT Topics

2125: Student Retention Performance Hands-on-Training (HOT) (R) (2125)

Lead Instructor: Becky Garrison
Lead Instructor's Organization: Datatel+SGHE

Description: Banner Student Retention Performance leverages SunGards data warehouse solution and enables Directors of Retention, Institutional Researchers, Registrars, Advisors, and other key stakeholders in student success to be self-sufficient in analyzing student progress, performance and engagement. Come learn more about how the solution supports decision-making at all levels of your organization with pre-packaged dashboard charts and scorecard reports as well as ad hoc reporting and analysis tools. Attendees will learn about new and innovative ways to enable end users at all levels of your organization to be self-sufficient in gaining immediate insight into student how well retention and student success programs are working. Attendance at this hands-on session is limited to registrants who use the schedule builder to sign up. Additional seating may be available on a first-come first-served basis.

Session Type: HOT Topics

2129: Student Retention Reporting at Old Dominion University: Past, Present, and Future (2129)

Lead Instructor: Jimmy Patel
Lead Instructor's Organization: Old Dominion University

Description: Learn how ODU positioned implementation of Student Retention Performance by understanding past needs, present demands and how SRP can be used to identify and assess future student retention and success efforts. Identifying and prioritizing user communities that would benefit from SRP. We will discuss how we used RAP lesson learned to improve and expedite our SRP implementation.

Session Type: Presentation/Demonstration

Course Signals

1944: Course Signals - New Data and Early Adopters (1944)

Lead Instructor: Valerie Kennon
Lead Instructor's Organization: Datatel+SGHE

Description: Course Signals offers a unique and proven way to improve your retention and graduation rates through course-level early intervention as early as week 2. Come see the latest data from Purdue that shows its long-term effectiveness, and hear what some of the early adopter institutions are finding.

Session Type: Presentation/Demonstration

1735: Signaling for Student Success (1735)

Lead Instructor: Dale Nesbary
Lead Instructor's Organization: Muskegon Community College

Description: Student success and retention is critical for institutional success. Muskegon Community College (MCC) implemented SunGard Higher Education's Course Signals product in August of 2011 as part of MCC's Early Intervention Student Success Initiatives. Course Signals ties into the learning management system and helps to identify students who are underperforming in a course and provide faculty with the tools and resources to communicate with those students and help them succeed. The initial group included a faculty cohort that was soon named the Fab Five. The Fab Five piloted the product in eleven sections reaching over 277 students. Initial results indicate that the majority of participating students are more engaged, receiving effective communication from their instructors, and would recommend Course Signals in their other classes.

Session Type: Presentation/Demonstration

DegreeWorks

1856: Athletic Eligibility Auditing in DegreeWorks (1856)

Lead Instructor: Jennifer Vangolen
Lead Instructor's Organization: Datatel+SGHE

Description: Verifying a student's athletic eligibility can be a daunting task. With DegreeWorks, you can generate an audit report that will help you easily determine whether a student is eligible to participate in NCAA Division I athletics at your institution. This session will present an overview of this functionality, key points in configuring it for your site, and insight into the future direction of athletic eligibility in DegreeWorks.

Session Type: Presentation/Demonstration

1740: DegreeWorks - Basic Scribing Strategies (1740)

Lead Instructor: Mark Wysoski
Lead Instructor's Organization: Datatel+SGHE

Description: Improve your scribing for better advising as well as maintenance. In this presentation you will: learn multiple ways to address scribe challenges; look at the pros and cons of scribing decisions; review recent additions to the reserved word list; and gain ideas for structuring your scribe code for easier maintenance

Session Type: Presentation/Demonstration

1739: DegreeWorks - Focus on WebTreQer Features (1739)

Lead Instructor: Mark Wysoski
Lead Instructor's Organization: Datatel+SGHE

Description: WebTreQer is the component of TreQ that allows potential students to self-articulate their transfer courses, and get a degree audit of their progress towards their targeted degree at your institution. This session focuses on the current WebTreQer capabilities, and will also review the new features introduced with the DW4.1.0 release.

Session Type: Presentation/Demonstration

1817: DegreeWorks Release DW4.1.0 Highlights (1817)

Lead Instructor: Kirk Beeler
Lead Instructor's Organization: Solutions Development

Description: The DegreeWorks DW4.1.0 Release introduces some major upgrades to existing features; many significant bug fixes and an introduction of a whole new set of technology tools used in phase one of the new Student Educational Planner. This presentation will examine the highlights of each of those areas and offer attendees the opportunity to ask questions that will help determine when to process this release and what, if any, new hardware or software might be required.

Session Type: Presentation/Demonstration

1024: DegreeWorks: Diagnosing Audit Issues Using the Diagnostics Report (1024)

Lead Instructor: Raymond Deans
Lead Instructor's Organization: Datatel+SGHE

Description: The Diagnostics Report is an essential tool in understanding your degre audit results. We will go over the basics but also dig more complicated audit scenarios. We will cover questions like, why isnt the class applying to the rule? Why is the class applying to that rule instead of this one? Why is the auditor making that crazy decision?

Session Type: Presentation/Demonstration

1022: DegreeWorks: Exceptions to Every Rule (1022)

Lead Instructor: Raymond Deans
Lead Instructor's Organization: Datatel+SGHE

Description: This session will focus on the details of handling exceptions in DegreeWorks. The session will cover the different types of exceptions and how they are best used in addition to covering what you can do to help ensure your exceptions do not become unhooked with specific focus on label tags! We will also discuss what scribing techniques you can use to help minimize the number of exceptions that are needed.

Session Type: Presentation/Demonstration

1584: DegreeWorks: Exploring What-if Audits (1584)

Lead Instructor: Raymond Deans
Lead Instructor's Organization: Datatel+SGHE

Description: Explore the wonderful features of what-if audits including new functionality to save and freeze audits. We will also discuss filtering by degree/major and the new filtering to follow Curriculum Rules.

Session Type: Presentation/Demonstration

1743: Reporting from DegreeWorks (1743)

Lead Instructor: Luke Gentala
Lead Instructor's Organization: Liberty University

Description: DegreeWorks is an easy to use, customer facing audit tool that offers a positive user experience. At Liberty University, when we implemented DegreeWorks in early 2010, we saw in an increase in student and staff adoption over our previous tool, but we no longer knew how to retrieve the data that we were familiar with from our old system. Now, only a couple of years later, we are able to retrieve more audit related information than ever before. Come learn about our challenges and successes over the last year and join us in our quest to learn about the treasury of knowledge stored within DegreeWorks. This session will feature an outline of the primary tables in the DegreeWorks database, samples of how to report off of both student data and program requirements, and examples of live DegreeWorks reports using both Evisons Argos and straight oracle sql. It will also feature discussion time, so come ready to share!

Session Type: Presentation/Demonstration

1531: SEP: Planning and Tracking for Student Success (1531)

Lead Instructor: Jennifer Vangolen
Lead Instructor's Organization: Datatel+SGHE

Description: The Student Educational Planner (SEP) module in DegreeWorks is a great tool to help your students plan their degree path and complete it successfully and on time. Recent changes to SEP make the creation and management of templates and plans even easier, and the new Tracking component will help keep students on the right path and identify when they might be going off-track. SunGard Higher Education staff will demonstrate these new features and also discuss future plans for the SEP module.

Session Type: Presentation/Demonstration

2198: Student Success and Retention Community Networking (BOF) (2198)

Lead Instructor: Valerie Kennon
Lead Instructor's Organization: Datatel+SGHE

Description: Jump start your Summit networking experience by attending the Student Success and Retention Community Networking Birds-of-a-Feather (BOF). Meet and interact with others who share similar interests. During this BOF you'll have the opportunity to learn about key Summit sessions related to the Student Success and Retention Community, participate in an interactive discussion about how to make the most of Summit, catch up friends, and make new acquaintances. Make plans to attend and help make your time at Summit a vibrant and valuable experience.

Session Type: Birds of a Feather (BOF) Discussion

1931: The DegreeWorks Roadmap: Highlights through OMEGA (1931)

Lead Instructor: Wayne Holt
Lead Instructor's Organization: Datatel+SGHE

Description: SunGard Higher Education staff will discuss DegreeWorks product direction and goals, and will review appropriate RPEs.

Session Type: Presentation/Demonstration

Leepfrog Technologies, Inc.

1906: Improving Curriculum & Catalog Management: Banner Case Studies using CourseLeaf (1906)

Lead Instructor: Lee Brintle
Lead Instructor's Organization: Leepfrog Technologies, Inc.

Description: Many schools are looking for a better way to manage their entire curriculum update process: from faculty submitting courses, through curriculum committees, through approvals, and into Banner, then into the catalog, and published to students. Learn how several Banner schools have made the process of approving their programs less painful and more efficient with CourseLeaf Curriculum Manager (CIM). They have eliminated the paper and use a streamlined, electronic approval process which begins with the Course Ecosystem -- where faculty members see what other courses, programs, and departments will be affected before they propose changes. Watch how changes are quickly identified, how workflow is created to automatically include the right people, and how the results are automatically piped back into Banner. See how the CourseLeaf Catalog Manager (CAT) tightly integrates with Banner data for efficient accurate updates to the catalog, and how the new catalog is immediately searchable, and published to students via the web, mobile, and PDF print on demand.

Session Type: Presentation/Demonstration

Teaching and Learning

Academic Technology Services

1728: Developing an Online Campus Master Plan (1728)

Lead Instructor: Michael Mathews
Lead Instructor's Organization: Managed Services

Description: Many colleges and universities are investigating the possibility of designing and supporting a stand-alone online campus to streamline the selection, development, delivery of online programs. This session will share the comprehensive components required to develop a stand-alone online campus. The session will also review the four models around America being used to manage the online campus development and management services.

Session Type: Presentation/Demonstration

1348: From Questions to Intelligent Answers - Planning Out Your Reporting Needs (1348)

Lead Instructor: Howard Chow
Lead Instructor's Organization: Datatel+SGHE

Description: For many institutions that are undertaking a project to deploy a large volume of reports, this session will walk through the strategic and tactical planning steps towards building out reports for your various business communities. First, we will discuss strategies and tactics for identifying, prioritizing, and communicating the holistic reporting needs of your user communities and then we will discuss delivery tactics for how to plan out the design, development, and deployment of these reports. We will also discuss best practices and techniques for working through the requirements through testing stages to truly ensure what is being asked is what is being delivered.

Session Type: Presentation/Demonstration

1582: How Stressed is Your Portal? (1582)

Lead Instructor: Gideon Sanstra
Lead Instructor's Organization: Datatel+SGHE

Description: The objective of this session is to: * Identify some things that you can do to improve the performance of your Luminis portal. * Troubleshoot and Resolve Existing Performance Issues * Proactively Preparing for High User Loads * Overview of Luminis Load Testing Service

Session Type: Presentation/Demonstration

1731: LMS Landscape (BOF) (1731)

Lead Instructor: Suzanne Kissel
Lead Instructor's Organization: Datatel+SGHE

Description: This session will include an open discussion and dialog on Learning Management Systems their academic value. The session will allow participants to step back and evaluate the strategic direction of the LMS and how to make critical decisions around the changing face of campus technology by viewing its through the lens of faculty and students.

Session Type: Birds of a Feather (BOF) Discussion